Wealth Advisor: Build Lasting Investment Portfolios

Sigma Gamma Rho Sorority, Inc; Florida; On-site; USD 85,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist Financial Corporation seeks a financial advisor to actively source, deepen, grow and retain client relationships by offering personalized investment advice and solutions. The role focuses on aligning client goals with suitable strategies and maintaining robust client files.

Responsibilities include regular investment plan reviews, prompt implementation of decisions, and cross-team collaboration to uncover unmet financial needs.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• Organized and self-motivated with analytical and interpersonal skills.
• Competent in Microsoft Office software.

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales through self-sourced opportunities and referrals.
• Use a consultative sales process to review client investment plans regularly.
• Implement investment decisions, record transactions, and maintain client files.
• Stay knowledgeable about Truist Wealth products and complete continuing education.
• Partner with retail branches and internal teams to meet client needs.
• Conduct branch training sessions and investment product seminars.
• Adhere to professional and regulatory standards.

Skills

Client relationship mgmt

Analytical skills

Interpersonal skills

Problem solving

Organized

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Office

CRM software

Job description

Truist Financial Corporation seeks a financial advisor to actively source, deepen, grow and retain client relationships by offering personalized investment advice and solutions. The role focuses on aligning client goals with suitable strategies and maintaining robust client files.

Responsibilities include regular investment plan reviews, prompt implementation of decisions, and cross-team collaboration to uncover unmet financial needs.