Wealth Advisor: Client Growth & Investment Strategy

Truist; Germantown (TN); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid time off

Job summary

Truist in Germantown, Tennessee, seeks an investment advisor to foster and grow client relationships through personalized investment advice and solutions based on individual goals. This role requires maintaining a high standard of professionalism and extensive knowledge of financial products.

The ideal candidate will possess a Bachelor's degree and FINRA licenses, with strong organizational and interpersonal skills. Benefits include health, retirement plans, and paid time off.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking or equivalent education.
• FINRA Series 7, 66 licenses.
• Securities sales and client relationship management experience.
• Organized, self-motivated, and strong analytical problem-solving skills.
• Competent in Microsoft Office products.

Responsibilities

• Source and manage client relationships for investment advice.
• Conduct training sessions and seminars for clients.
• Remain knowledgeable of Truist Wealth products.
• Adhere to professional standards set by regulatory bodies.

Skills

Client relationship management

Consultative sales process

Analytical skills

Interpersonal skills

Microsoft Office proficiency

Education

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

FINRA Series 7 and 66 licenses

Job description

Truist in Germantown, Tennessee, seeks an investment advisor to foster and grow client relationships through personalized investment advice and solutions based on individual goals. This role requires maintaining a high standard of professionalism and extensive knowledge of financial products.

The ideal candidate will possess a Bachelor's degree and FINRA licenses, with strong organizational and interpersonal skills. Benefits include health, retirement plans, and paid time off.