Remote Virtual Financial Advisor - Portfolio Strategist

Truist Financial Corporation; Charlotte (NC); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation & sick leave

Job summary

Truist is seeking an experienced Financial Advisor to provide investment advice in a virtual environment for an assigned book of business. You will consult with clients to uncover needs and present opportunities to add value through holistic financial planning.

The role emphasizes ensuring regulatory compliance, leveraging a wide range of investment solutions, and supporting training of junior advisors. A strong sales orientation and experience in retail brokerage are essential.

Qualifications

• 6–10 years of retail brokerage or securities experience.
• Strong communications, sales, presentation, and organizational skills with proactive outbound calling.
• Knowledge of basic financial planning and asset allocation; ability to assist in trade execution.
• Highly organized with knowledge of policies, procedures, and investment products and services.
• Series 7 and 66 licenses required; Life/Health/Fixed/Variable annuity licenses.
• Undergraduate degree in business or accounting or related field.
• Preferred: MBA, CFP, CFA, CIMA.

Responsibilities

• Handle inbound calls from clients independently while seeking sales opportunities.
• Answer client questions within set standards.
• Consult with clients to uncover needs and provide opportunities for holistic financial management.
• Demonstrate how investment solutions match client needs to build portfolios.
• Leverage technology to interact with clients for communication and portfolio strategy.
• Ensure all transactions comply with regulations and Truist Code of Conduct.
• Serve as subject matter expert and assist training of less experienced Financial Advisors.
• Work with pods to facilitate referrals and may manage an individual book of business.

Skills

Communication skills

Sales skills

Presentation skills

Organizational skills

Outbound calling

Education

Undergraduate degree in business or accounting

Tools

Series 7 & 66 licenses

Job description

Truist is seeking an experienced Financial Advisor to provide investment advice in a virtual environment for an assigned book of business. You will consult with clients to uncover needs and present opportunities to add value through holistic financial planning.

The role emphasizes ensuring regulatory compliance, leveraging a wide range of investment solutions, and supporting training of junior advisors. A strong sales orientation and experience in retail brokerage are essential.