Virtual Financial Advisor - Build Portfolios & Impact

Truist; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Paid time off & holidays

Job summary

Truist is seeking a Financial Advisor to provide investment advisory services in a virtual environment with an assigned book of business. You will consult with clients to uncover needs and offer holistic financial management solutions, helping build tailored investment portfolios.

Responsibilities include using a wide range of investment products, leveraging technology for portfolio strategy and client communication, and ensuring all activities comply with regulations and the Truist Code of

Qualifications

• Strong communications, sales, and presentation skills with proactive outreach.
• Understand basic financial planning and asset allocation concepts.
• Knowledge of investment products and applicable regulations.

Responsibilities

• Handle client calls and identify sales opportunities within assigned book.
• Consult with clients to uncover needs and recommend investment solutions.
• Ensure transactions comply with regulations and Truist Code of Conduct.
• Support training of less experienced Financial Advisors in area of expertise.

Skills

Strong communications

Sales aptitude

Presentation skills

Organizational skills

Proactive outbound calling

Education

Bachelor's degree in business or related field

Series 7 and 66 registrations

Job description

Truist is seeking a Financial Advisor to provide investment advisory services in a virtual environment with an assigned book of business. You will consult with clients to uncover needs and offer holistic financial management solutions, helping build tailored investment portfolios.

Responsibilities include using a wide range of investment products, leveraging technology for portfolio strategy and client communication, and ensuring all activities comply with regulations and the Truist Code of