Financial Advisor, Truist Investment Services, Miami, FL

Truist Financial
Miami
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management"]

Provide distinctive, personalized investment advice by sourcing and deepening client relationships. Deliver tailored investment solutions aligned to clients’ goals, risk tolerance, and best interests, using a consultative sales process to review investment plans regularly. Build and maintain profitable securities and insurance sales through external networking and internal referrals, lead client relationship strategies, run educational seminars, and ensure accurate transaction recording and regulatory compliance through FINRA and other requirements.

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Truist Financial
Truist Financial
1 month ago

Financial Advisor, Truist Investment Services, Miami, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide distinctive, personalized investment advice by sourcing and deepening client relationships. Deliver tailored investment solutions aligned to clients’ goals, risk tolerance, and best interests, using a consultative sales process to review investment plans regularly. Build and maintain profitable securities and insurance sales through external networking and internal referrals, lead client relationship strategies, run educational seminars, and ensure accurate transaction recording and regulatory compliance through FINRA and other requirements.
Location: Miami
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Deliver personalized investment solutions to help clients reach long-term financial goals.
  • •Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
  • •Develop and maintain profitable securities and insurance sales through external networking and internal referrals.
  • •Review investment plans with clients on a regular basis using a consultative sales process.
  • •Manage client relationships, maintain accurate records, complete customer files for regulatory compliance, and lead client educational seminars.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Leave

Key Requirements

  • •Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • •FINRA Series 7 and 66 licenses (or Series 63 and 65 in lieu of 66).
  • •Applicable state health and life insurance licenses.
  • •Securities sales and client relationship management experience.
  • •Competent skills in Microsoft Office and strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State health insurance licenseState life insurance license
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn