Financial Advisor - Private Client Group

Truist; Winston-Salem (NC); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

401k plan

Pension plan

RSUs

Paid holidays

Job summary

Truist Wealth, located in Winston-Salem, NC, seeks a Financial Advisor to actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice across a wide range of products aligned with clients' goals, risk tolerances, and best interests.

The role focuses on advising clients and prospects, reviewing investment plans, and building relationships while adhering to regulatory standards.

Qualifications

• Bachelor's degree or equivalent education and experience in finance or related field.
• FINRA Series 7, 66 licenses required (63/65 in lieu of 66).
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience
• Strong analytical and interpersonal skills; ability to persuade and manage relationships.

Responsibilities

• Deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
• Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
• Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
• Lead overall client relationship management strategies to deepen client connections and loyalty.

Skills

Client relationship management

Securities sales

Analytical skills

Interpersonal skills

Persuasion

Microsoft Office

Education

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

Tools

MS Office Suite

Job description

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:

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. 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.

• Deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
• Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, 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.
• Lead overall client relationship management strategies to deepen client connections and loyalty.
• Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
• Conduct 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, persuasion, and relationship management skills.
• Competent skills in Microsoft Office software products

Preferred Qualifications:

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

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.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 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
• 10 sick days (also prorated)
• paid holidays
• Truist's defined benefit pension plan
• restricted stock units
• 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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