Virtual Financial Advisor: Investment Strategy & Value

Truist Financial Corporation; United States; Remote; USD 90,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist is seeking an experienced Financial Advisor to provide investment advice in a virtual setting, managing a client book and building tailored portfolios. You will identify client needs, present investment solutions, and ensure compliance with regulations and Truist conduct standards.

The role requires a strong focus on outboundsales, excellent communication, and collaboration with Premier Bankers and Retail leadership. Federal registrations and insurance licenses are essential.

Qualifications

• 6-10 years of retail brokerage or securities industry experience.
• Strong communications, sales, presentation, and organizational skills with proactive outbound calling.
• Demonstrated understanding of basic financial planning and asset allocation techniques.
• Sufficient knowledge of essential systems to assist in trade execution.
• Series 7 and 66 or equivalent registrations; insurance licenses required to sell Life/Health Insurance and Annuities.

Responsibilities

• Handles inbound calls from clients independently while looking for sales opportunities.
• Answers client questions within set standards.
• Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.
• Demonstrates how particular investment solutions match client needs to build an investment strategy.
• Leverage technology to interact with clients for communication, portfolio strategy, and display.
• Ensures all business transactions comply with regulations and Truist Code of Conduct.
• Subject matter expert on bank/LOB products.
• Conducts research on moderately complex customer issues; interprets policies and procedures.
• Assists with training of less experienced Financial Advisors.
• Works in pods with Premier Bankers, Preferred Advisors, and Retail Leadership to facilitate referrals.
• May have an individual book of business.

Skills

Sales skills

Communication skills

Presentation skills

Organizational skills

Outbound calling

Education

Undergraduate degree in business or accounting

Tools

Trading systems

Job description

Truist is seeking an experienced Financial Advisor to provide investment advice in a virtual setting, managing a client book and building tailored portfolios. You will identify client needs, present investment solutions, and ensure compliance with regulations and Truist conduct standards.

The role requires a strong focus on outboundsales, excellent communication, and collaboration with Premier Bankers and Retail leadership. Federal registrations and insurance licenses are essential.