Financial Advisor: Build Wealth, Relationships & Plans

Truist Wealth; Greenwich (CT); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid time off

Job summary

Truist Wealth in Greenwich, CT seeks an experienced Financial Advisor to actively source and deepen client relationships by delivering personalized investment advice across a broad range of products aligned with client goals and risk tolerance.

The role emphasizes strategic leadership of the advisory team, growing assets under management through diligent prospecting, referrals, and disciplined client service, while ensuring compliance with FINRA and state regulations.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking or equivalent education.
• FINRA Series 7, 66 licenses.
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• Organized, self-motivated with analytical, problem-solving, interpersonal and relationship skills.
• Competent in Microsoft Office software.

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 via referrals and networking, aligning with client segmentation and best interests.
• Utilize a consultative sales process to review investment plans with clients on a regular basis.
• Lead overall client relationship management strategies to deepen loyalty.
• Properly record transactions and inquiries, and maintain compliant client files.

Skills

Securities sales

Client relationship management

Analytical skills

Interpersonal skills

Microsoft Office proficiency

Education

Bachelor's degree in Business, Accounting, Finance or Banking

Job description

Truist Wealth in Greenwich, CT seeks an experienced Financial Advisor to actively source and deepen client relationships by delivering personalized investment advice across a broad range of products aligned with client goals and risk tolerance.

The role emphasizes strategic leadership of the advisory team, growing assets under management through diligent prospecting, referrals, and disciplined client service, while ensuring compliance with FINRA and state regulations.