Wealth Advisor: Client Growth & Investment Strategy

Truist; Bartlett (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist is seeking a dedicated professional in Bartlett, TN, to manage client relationships and provide personalized investment advice and solutions. The role includes developing securities and insurance sales while maintaining compliance with regulatory standards.

The ideal candidate will have a bachelor’s degree, relevant FINRA licenses, and strong analytical skills. Truist offers comprehensive benefits, including medical, dental, and paid holidays for regular teammates.

Qualifications

• 5+ years of experience in securities sales and client relationship management.
• Strong organizational skills and motivation.
• Ability to conduct investment product educational seminars.

Responsibilities

• Sourcing and maintaining client relationships.
• Conducting investment plans and implementation.
• Training branch teammates and conducting seminars.

Skills

Securities sales experience

Client relationship management

Analytical skills

Microsoft Office proficiency

Problem-solving skills

Education

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

FINRA Series 7 and 66 licenses

Applicable state health and life insurance licenses

Job description

Truist is seeking a dedicated professional in Bartlett, TN, to manage client relationships and provide personalized investment advice and solutions. The role includes developing securities and insurance sales while maintaining compliance with regulatory standards.

The ideal candidate will have a bachelor’s degree, relevant FINRA licenses, and strong analytical skills. Truist offers comprehensive benefits, including medical, dental, and paid holidays for regular teammates.