Financial Advisor - Investment Services Group

Truist; Southaven (MS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Paid vacation and sick leave

Professional development opportunities

Job summary

A financial services firm in Southaven, Mississippi is seeking a dedicated professional to enhance client relationships and provide personalized investment advice. This role requires strong analytical skills, securities sales experience, and relevant licenses, including FINRA Series 7 and 66. You will develop tailored investment strategies, support clients' financial goals, and ensure compliance with industry regulations. The position offers a comprehensive benefits package and opportunities for career growth.

Qualifications

• Bachelors degree in a related field or equivalent experience.
• FINRA Series 7, 66 licenses required.
• Experience in securities sales and relationship management.

Responsibilities

• Develop and maintain a profitable level of sales.
• Partner with clients to review investment plans.
• Implement investment decisions promptly and accurately.

Skills

Securities sales and client relationship management experience

Strong analytical skills

Organization and self-motivation

Problem-solving skills

Interpersonal skills

Competent in Microsoft Office

Education

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

FINRA Series 7 and 66 licenses

Applicable state health and life insurance licenses

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?

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Please review the following job description:

Job Summary

Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.
• Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
• Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
• Conduct branch training sessions and investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Qualifications

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills.
• Competent skills in Microsoft Office software products.

Preferred Qualifications:

• Banking experience
• Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.

Benefits

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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