Wealth Advisor: Client‑Focused Investment Solutions

Truist; Germantown (TN); In loco; USD 110.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Paid Vacation

Sick Leave

Paid Holidays

Pension Plan

Descrizione del lavoro

Truist Wealth is seeking a professional to actively source, deepen and retain client relationships by providing investment advice, products and solutions based on client goals. You will analyze objectives and risk tolerance to determine appropriate strategies.

Responsibilities include prospecting, reviewing plans with clients, executing decisions, and maintaining records while staying current on Truist Wealth offerings and regulatory standards. Strong licenses and education are required.

Competenze

• Bachelor’s degree or higher in Business, Finance, Accounting, Banking or related field.
• FINRA Series 7 and 66 licenses (63/65 in lieu) required.
• State health and life insurance licenses are required.
• Securities sales and client relationship management experience.
• Strong organizational and analytical skills; proficient with MS Office.

Mansioni

• Develop and maintain profitable securities and insurance sales through self-sourced and partner referrals.
• Use consultative process to review investment plans regularly with clients.
• Execute investment decisions, record transactions, and maintain client files.
• Maintain up-to-date knowledge of Truist Wealth products and complete continuing education.
• Partner with retail branches to uncover unmet client financial needs.
• Conduct branch training and investment education seminars.

Conoscenze

Securities sales

Client relationships

Organized

Self-motivated

Microsoft Office

Formazione

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

Descrizione del lavoro

Truist Wealth is seeking a professional to actively source, deepen and retain client relationships by providing investment advice, products and solutions based on client goals. You will analyze objectives and risk tolerance to determine appropriate strategies.

Responsibilities include prospecting, reviewing plans with clients, executing decisions, and maintaining records while staying current on Truist Wealth offerings and regulatory standards. Strong licenses and education are required.