Lead Private Client Financial Advisor — Growth & Relationships

Truist Financial Corporation; Hendersonville, Northern (TN, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision

401k Plan

Vacation + Sick Days

Paid Holidays

Job summary

Truist Financial Corporation seeks a seasoned Financial Advisor to actively source, deepen, grow, and retain client relationships by delivering distinctive investment advice aligned with clients' goals and risk tolerances.

The role focuses on building asset growth through securities and insurance solutions, using a consultative process and strong partnerships with internal teams to meet clients' financial needs while upholding regulatory standards.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking or equivalent education and 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 management skills.
• Competent skills in Microsoft Office software products.

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.
• Record transactions and inquiries accurately, ensuring client files comply with regulatory policies.
• Remain knowledgeable of all products offered by Truist Wealth and complete continuing education requirements.
• Establish strong partnerships with Wealth and Commercial teams and other internal partners to fulfill unmet client needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set by Truist and regulatory bodies.

Skills

Sales relationship management

Analytical thinking

Interpersonal skills

Persuasion

Organization

Education

Bachelor's degree in Business/Accounting/Finance/ Banking

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a seasoned Financial Advisor to actively source, deepen, grow, and retain client relationships by delivering distinctive investment advice aligned with clients' goals and risk tolerances.

The role focuses on building asset growth through securities and insurance solutions, using a consultative process and strong partnerships with internal teams to meet clients' financial needs while upholding regulatory standards.