CAC Financial Advisor

Truist Financial Corporation; Atlanta (GA); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled Financial Advisor to provide investment advice in a virtual environment. This role involves consulting with clients to understand their needs and offering tailored investment solutions. You will leverage technology for communication and portfolio strategy while ensuring compliance with regulations. Join a dynamic team focused on professional growth and client satisfaction, where your expertise will directly impact client success and contribute to a collaborative work culture. If you're ready to make a difference in the financial landscape, this is the opportunity for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Vacation

Sick Days

Holidays

Pension

Stock Units

Deferred Compensation

Qualifications

• 6-10 years of retail brokerage or securities industry experience required.
• Strong communication and sales skills with proactive outbound calling.

Responsibilities

• Handles inbound calls from clients independently seeking sales opportunities.
• Consults with clients to provide value through holistic financial management.

Skills

Communication Skills

Sales Skills

Presentation Skills

Organizational Skills

Financial Planning

Education

Undergraduate degree in business

MBA

CFP

CFA

CIMA

Tools

Investment Solutions

Financial Management Systems

Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Handles inbound calls from clients independently while looking for sales opportunities.
2. Answers client questions within set standards.
3. Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.
4. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.
5. Leverages technology to interact with clients for communication, portfolio strategy, and display.
6. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct.
7. Acts as a subject matter expert on bank/LOB products. Conducts research on customer issues; interprets policies and procedures; may act as a working leader. Assists with training less experienced Financial Advisors.
8. Works in small groups (pods) of Financial Advisors focused on partnership with various banking leadership to facilitate training and referrals. May have an individual book of business.

QUALIFICATIONS

Required Qualifications:

• 6-10 years of retail brokerage or securities industry experience.
• Strong communication, sales, presentation, and organizational skills with proactive outbound calling.
• Understanding of basic financial planning and asset allocation techniques. Knowledge of essential systems for trade execution.
• Series 7, and 66 or equivalent registrations are required. Insurance licenses for Life Insurance, Health Insurance, Fixed and Variable Annuities.
• Undergraduate degree in business, accounting, or related field.

Preferred Qualifications:

• MBA, CFP, CFA, CIMA

Benefits: Regular employees working 20+ hours/week are eligible for benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, 401k, vacation, sick days, and holidays. Additional benefits may include pension, stock units, and deferred compensation, depending on the position and division. For details, visit our Benefits site.

Truist is an Equal Opportunity Employer and a Drug Free Workplace.

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