Wealth Advisor: Build Personalized Investment Plans

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid holidays

Vacation and sick days

Job summary

Truist Financial Corporation in the United States is seeking a Financial Advisor to actively source, deepen, and retain client relationships by providing investment guidance aligned with individual goals and risk tolerance.

You will lead the advisor team, expand assets under management, and ensure compliance with FINRA and other regulators while delivering seminars and strategic client reviews.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking or equivalent education.
• FINRA Series 7 and 66 licenses required (63/65 in lieu of 66).
• State health and life insurance licenses.
• Securities sales and client relationships experience.
• Strong analytical and interpersonal skills.
• Proficiency with Microsoft Office software.

Responsibilities

• Deliver personalized investment solutions to help clients reach long-term goals.
• Set strategic direction for the Financial Advisor team to grow assets under management.
• Develop and maintain profitable securities and insurance sales through referrals.
• Use a consultative process to review investment plans regularly.
• Lead client relationship management strategies to deepen loyalty.
• Accurately record transactions and inquiries per regulatory policies.
• Stay current on all Truist Wealth products and complete required CE.
• Partner with Wealth and Commercial teams to meet unmet financial needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to standards set by Truist and FINRA and other regulators.

Skills

FINRA Series 7, 66 licenses

State health and life licenses

Securities sales experience

Client relationship management

Analytical problem-solving

MS Office proficiency

Education

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

Job description

Truist Financial Corporation in the United States is seeking a Financial Advisor to actively source, deepen, and retain client relationships by providing investment guidance aligned with individual goals and risk tolerance.

You will lead the advisor team, expand assets under management, and ensure compliance with FINRA and other regulators while delivering seminars and strategic client reviews.