Strategic Wealth Advisor

Truist; Nashville (TN); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation and sick days

Job summary

Truist in Nashville, TN seeks a seasoned Financial Advisor to actively source, deepen, grow, and retain client relationships by providing personalized investment advice across a broad range of products. You will tailor strategies to each client’s goals, risk tolerance, and best interests, while meeting regulatory standards and driving assets under management.

The role emphasizes leadership of the Advisor team’s strategic direction, expanding securities and insurance sales, and ongoing client

Qualifications

• Bachelor's degree or equivalent education and related experience.
• FINRA Series 7, 66 licenses.
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• 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

Securities sales

Client relationship management

Analytical skills

Interpersonal skills

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Truist in Nashville, TN seeks a seasoned Financial Advisor to actively source, deepen, grow, and retain client relationships by providing personalized investment advice across a broad range of products. You will tailor strategies to each client’s goals, risk tolerance, and best interests, while meeting regulatory standards and driving assets under management.

The role emphasizes leadership of the Advisor team’s strategic direction, expanding securities and insurance sales, and ongoing client