Personal Financial Advisor: Grow Client Wealth & Loyalty

Truist Wealth; Richmond (VA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

AD&D

Tax-Advantaged Savings

401k

Vacation

Sick Days

Paid Holidays

Pension Plan

RSUs

Deferred Compensation

Job summary

Truist Wealth is seeking a Financial Advisor in the United States to actively source, deepen, grow and retain client relationships by providing distinctive investment advice tailored to clients' goals and risk tolerances. The position requires FINRA licenses and state health and life licenses, with a commission-based earnings model that may include a salary draw.

You will set strategy for the advisor team, expand assets under management, and guide clients through diverse financial solutions

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking required.
• FINRA Series 7, 66 licenses required (63/65 in lieu)
• State health and life licenses
• Securities sales and client relationship management experience
• Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills
• Proficiency with Microsoft Office software

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, 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.

Skills

Securities sales

Client relationships

Analytical skills

Interpersonal skills

Persuasion

Education

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

FINRA Series 7 & 66 licenses

State health and life licenses

CFP designation (preferred)

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Financial Advisor in the United States to actively source, deepen, grow and retain client relationships by providing distinctive investment advice tailored to clients' goals and risk tolerances. The position requires FINRA licenses and state health and life licenses, with a commission-based earnings model that may include a salary draw.

You will set strategy for the advisor team, expand assets under management, and guide clients through diverse financial solutions