Personalized Wealth Advisor — Grow Client Portfolios

Truist; Greensboro (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

AD&D

401k

Vacation

Sick days

Holidays

Pension

RSUs

Deferred comp

Job summary

Truist Wealth in Greensboro, NC seeks a Financial Advisor to actively source and manage client relationships, delivering personalized investment strategies aligned with each client's goals, risk tolerance, and best interests.

The role requires licensing and ongoing education, strong sales and advisory skills, and collaboration with Wealth and Commercial teams to uncover client needs and grow assets under management.

Qualifications

• Bachelor's degree in business, accounting, finance, or banking, or equivalent experience.
• FINRA Series 7 and 66 licenses (63/65 in lieu).
• State health and life insurance licenses.
• Experience in securities sales and client relationship management.
• Analytical, problem-solving, interpersonal and persuasive skills.
• Proficient with Microsoft Office products.

Responsibilities

• Deliver personalized investment solutions to help clients meet long-term goals.
• Set strategic direction of the Financial Advisor team to grow assets under management.
• Develop and maintain profitable securities and insurance sales through networking and referrals.
• Use consultative sales process to review investment plans with clients regularly.
• Lead client relationship management strategies to deepen loyalty.
• Record transactions and inquiries accurately to comply with regulatory policies.
• Maintain knowledge of Truist Wealth products and complete continuing education.
• Partner with Wealth and Commercial teams to fulfill unmet client needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to standards by Truist, FINRA, and regulators.

Skills

Client relationship management

Analytical thinking

Interpersonal communication

Problem solving

Persuasion

Organizational skills

Education

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

Tools

Microsoft Office

Job description

Truist Wealth in Greensboro, NC seeks a Financial Advisor to actively source and manage client relationships, delivering personalized investment strategies aligned with each client's goals, risk tolerance, and best interests.

The role requires licensing and ongoing education, strong sales and advisory skills, and collaboration with Wealth and Commercial teams to uncover client needs and grow assets under management.