Strategic Financial Advisor: Client Growth & Planning

Truist Wealth; Brentwood (TN); On-site; USD 85,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Vacation & holidays

Pension options

Job summary

Truist Wealth invites applications for a Financial Advisor role in Brentwood, TN to actively source and deepen client relationships by offering personalized investment advice and a wide range of financial solutions. You will analyze client objectives and risk tolerance to tailor strategies that meet long-term goals.

You will lead the advisor team direction, grow assets under management, and engage in securities and insurance sales while maintaining regulatory standards and continuing education

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience
• Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
• Competent skills in Microsoft Office software products

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

Analytical skills

Interpersonal skills

Relationship management

Persuasion

Regulatory knowledge

Education

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

Tools

Microsoft Office

Job description

Truist Wealth invites applications for a Financial Advisor role in Brentwood, TN to actively source and deepen client relationships by offering personalized investment advice and a wide range of financial solutions. You will analyze client objectives and risk tolerance to tailor strategies that meet long-term goals.

You will lead the advisor team direction, grow assets under management, and engage in securities and insurance sales while maintaining regulatory standards and continuing education