Wealth Advisor: Build Client Wealth & Relationships

Thecentermemphis; Memphis, Northern (TN, KY); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k plan

Paid time off

Job summary

Truist Wealth seeks a dedicated advisor to actively source, deepen, grow and retain client relationships by offering personalized investment advice, products, and solutions aligned with clients’ goals and risk tolerances.

You will analyze objectives, determine suitable financial strategies, and work with internal partners to meet client needs while adhering to regulatory standards and continuous education requirements. A strong focus on service and results is essential.

Qualifications

• Bachelor's degree or equivalent education and related experience.
• FINRA licenses required.
• Experience in securities sales and client relationship management.

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales.
• Utilize a consultative sales process to review investment plans with clients.
• Execute investment decisions and maintain accurate client records.
• Remain knowledgeable of Truist Wealth products and complete CE requirements.
• Partner with branch teammates to uncover unmet client financial needs.
• Conduct branch training sessions and investment product seminars.
• Adhere to standards set by Truist, FINRA and regulators.

Skills

Series 7 & 66 licenses

Securities sales

Client relationship mgmt

Analytical skills

Interpersonal skills

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Truist Wealth seeks a dedicated advisor to actively source, deepen, grow and retain client relationships by offering personalized investment advice, products, and solutions aligned with clients’ goals and risk tolerances.

You will analyze objectives, determine suitable financial strategies, and work with internal partners to meet client needs while adhering to regulatory standards and continuous education requirements. A strong focus on service and results is essential.