Remote Financial Advisor — Portfolio Strategy & Client Growth
Truist Financial Corporation
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Benefits offered by this job
Job summary
Truist in Orlando, FL, seeks an experienced Financial Advisor to provide investment advice in a virtual/remote-capable environment. You will manage an assigned book of business, consult with clients to address their needs, and propose a broad range of investment solutions to help build client portfolios.
The role emphasizes regulatory compliance, adherence to Truist Code of Conduct, and collaboration with leaders to deliver excellent client service.
Qualifications
- Experience in retail brokerage or securities, 6–10 years.
- Ability to explain financial planning and asset allocation concepts.
- Know-how to trade using essential systems and comply with regulations.
Responsibilities
- Handle inbound client calls and identify sales opportunities.
- Consult with clients to uncover needs and build investment strategies.
- Match investment solutions to client goals and broaden portfolios.
- Ensure all transactions comply with regulations and code of conduct.
- Serve as subject matter expert on bank products and assist training.
Skills
Education
Tools
Job description
Truist in Orlando, FL, seeks an experienced Financial Advisor to provide investment advice in a virtual/remote-capable environment. You will manage an assigned book of business, consult with clients to address their needs, and propose a broad range of investment solutions to help build client portfolios.
The role emphasizes regulatory compliance, adherence to Truist Code of Conduct, and collaboration with leaders to deliver excellent client service.
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