Wealth Advisor: Client Growth & Investment Strategy

Truist; Winston-Salem (NC); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401k plan

Vacation and sick days

Paid holidays

Job summary

Truist Wealth is seeking a financial professional to actively source, deepen, grow, and retain client relationships by providing distinctive investment advice, products, and solutions aligned with clients’ goals and risk tolerance.

You will advise clients and prospects on determining financial strategies, review plans regularly, and stay current on all Truist Wealth offerings while meeting required compliance standards.

Qualifications

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

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.
• Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
• Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
• Conduct branch training sessions and investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set forth by Truist, FINRA, and other regulatory bodies.

Skills

FINRA licenses

Securities sales

Client relationship management

Analytical skills

Interpersonal skills

Education

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

State health and life licenses

Tools

Microsoft Office

Job description

Truist Wealth is seeking a financial professional to actively source, deepen, grow, and retain client relationships by providing distinctive investment advice, products, and solutions aligned with clients’ goals and risk tolerance.

You will advise clients and prospects on determining financial strategies, review plans regularly, and stay current on all Truist Wealth offerings while meeting required compliance standards.