Financial Advisor, Truist Investment Services, Virginia Beach, VA

Truist; Virginia Beach (VA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Sick days

Restricted stock units

Job summary

Truist Wealth in the United States seeks an experienced Financial Advisor to source, deepen, and retain client relationships by providing personalized investment advice. You will evaluate objectives and risk tolerance to propose suitable strategies and solutions, aligned with clients' best interests.

Responsibilities include delivering investment solutions, expanding assets under management, and conducting client seminars while maintaining regulatory standards.

Qualifications

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

Responsibilities

• Deliver personalized investment solutions to help clients achieve long-term goals.
• Set the strategic direction of the Financial Advisor team to grow assets under management.
• Develop and maintain profitable securities and insurance sales through referrals and networking.
• Use a consultative process to review investment plans with clients regularly.
• Lead client relationship management strategies to deepen connections and loyalty.
• Record transactions accurately and maintain compliant customer files.
• Remain knowledgeable of all Truist Wealth products and complete education requirements.
• Establish partnerships with Wealth and Commercial teams to fulfill client needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and regulatory standards (FINRA and others).

Skills

Securities sales

Client management

Analytical skills

Interpersonal skills

MS Office

Education

Bachelor's degree in Business/Finance/Banking

FINRA Series 7 & 66 licenses

State health and life insurance licenses

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

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.

1. Deliver personalized investment solutions to help clients work toward their long-term financial goals.
2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
3. 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.
4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
5. Lead overall client relationship management strategies to deepen client connections and loyalty.
6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
9. Conduct investment product educational seminars for clients and prospects.
10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw

QUALIFICATIONS

Required Qualifications

• 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:

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• a 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
• defined benefit pension plan
• restricted stock units
• a deferred compensation plan

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 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. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.