Wealth Advisor: Build Client Wealth & Investment Strategies

Truist; Reston (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Flexible work hours

Job summary

Truist in Reston, Virginia is seeking an experienced Financial Advisor responsible for delivering personalized investment solutions. You will develop strategic directions for the team and maintain securities and insurance sales.

The ideal candidate will hold a Bachelor's degree in a relevant field, FINRA Series licenses, and possess strong analytical, problem-solving, and relationship management skills. The role offers the potential for significant commissions and various benefits.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, 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.
• Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

Responsibilities

• Deliver personalized investment solutions to clients to help achieve long-term financial goals.
• Set the strategic direction of the Financial Advisor team.
• Develop and sustain profitable securities and insurance sales.
• Utilize a consultative sales process for investment plans.
• Lead client relationship management strategies.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Sales experience

Relationship management

Education

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

Tools

Microsoft Office

Job description

Truist in Reston, Virginia is seeking an experienced Financial Advisor responsible for delivering personalized investment solutions. You will develop strategic directions for the team and maintain securities and insurance sales.

The ideal candidate will hold a Bachelor's degree in a relevant field, FINRA Series licenses, and possess strong analytical, problem-solving, and relationship management skills. The role offers the potential for significant commissions and various benefits.