Personal Investment Advisor: Grow Wealth & Client Trust

Truist; Philadelphia (Philadelphia County); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Truist Wealth seeks an experienced Financial Advisor to actively source, deepen, and retain client relationships by delivering personalized investment advice across a broad range of products aligned with client goals and risk tolerance.

The role emphasizes consulting with clients to determine strategies that best meet their needs, while building partnerships with Wealth and Commercial teams to uncover unmet financial needs and maintain regulatory compliance.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking or equivalent education and related experience.
• FINRA Series 7 and Series 66 licenses.
• State health and life insurance licenses.
• Securities sales and client relationship management experience.
• Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

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 review investment plans with clients regularly.
• Lead overall client relationship management strategies to deepen connections and loyalty.

Skills

Client relationships

Analytical skills

Interpersonal communication

Persuasion

Microsoft Office

Education

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

FINRA Series 7 license

FINRA Series 66 license

State health and life insurance licenses

Securities sales and client relationship management experience

Tools

Microsoft Office

Job description

Truist Wealth seeks an experienced Financial Advisor to actively source, deepen, and retain client relationships by delivering personalized investment advice across a broad range of products aligned with client goals and risk tolerance.

The role emphasizes consulting with clients to determine strategies that best meet their needs, while building partnerships with Wealth and Commercial teams to uncover unmet financial needs and maintain regulatory compliance.