Wealth Advisor: Build Lasting Client Partnerships

Truist; Florida; In loco; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical Insurance

Vacation days

401k plan

Descrizione del lavoro

Truist Wealth seeks a Financial Advisor who actively sources, deepens, and grows client relationships by providing tailored investment advice and solutions. You will analyze goals and risk tolerance to determine suitable strategies, and collaborate with internal partners to align offerings with client needs.

You will work with a team to increase assets, conduct client reviews, and stay current on all Truist Wealth products while meeting regulatory standards.

Competenze

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• FINRA Series 7, 66 licenses (63/65 in lieu of 66).
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• Strong analytical, problem-solving, interpersonal and relationship management skills.

Mansioni

• Develop and maintain a profitable level of securities and insurance sales via self-sourced opportunities and referrals.
• Use a consultative sales process to review investment plans with clients regularly.
• Implement investment decisions promptly, record transactions accurately, and maintain client files.
• Remain knowledgeable of Truist Wealth products and complete ongoing education.
• Establish partnerships with branch teammates to meet client financial needs.
• Conduct branch trainings and investment product educational seminars.
• Adhere to professional and ethical standards set by FINRA and regulators.

Conoscenze

Organized

Self-motivated

Analytical thinking

Problem solving

Interpersonal skills

Relationship management

Microsoft Office

Formazione

Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience

Strumenti

Microsoft Office

Descrizione del lavoro

Truist Wealth seeks a Financial Advisor who actively sources, deepens, and grows client relationships by providing tailored investment advice and solutions. You will analyze goals and risk tolerance to determine suitable strategies, and collaborate with internal partners to align offerings with client needs.

You will work with a team to increase assets, conduct client reviews, and stay current on all Truist Wealth products while meeting regulatory standards.