Wealth Advisor: Grow Client Wealth & Trust

Truist Wealth; Hendersonville (TN); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) Plan

Paid Time Off

Job summary

Truist Wealth in Hendersonville, TN seeks an experienced financial advisor to actively source, deepen, and retain client relationships by delivering personalized investment advice and solutions aligned with clients’ goals. You will analyze objectives and risk tolerance to recommend suitable strategies and products.

The role emphasizes building partnerships with retail teams, conducting educational seminars, and maintaining regulatory standards while growing a profitable client book.

Qualifications

• Bachelor's degree or equivalent in business, accounting, finance or banking.
• FINRA Series 7 and Series 66 licenses required (63/65 in lieu).
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.

Responsibilities

• Develop and maintain profitable securities and insurance sales through self-sourced and partner referrals.
• Use a consultative process to review investment plans with clients regularly.
• Execute investment decisions, record transactions, and maintain client files.
• Maintain knowledge of Truist Wealth products and complete continuing education.
• Partner with retail branches to identify and fulfill client financial needs.
• Conduct investment product training sessions for clients and prospects.
• Adhere to standards set by Truist, FINRA, and regulators.

Skills

Analytical skills

Interpersonal skills

Relationship management

Client-focused selling

Education

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

Tools

FINRA Series 7

FINRA Series 66

Life/Health Insurance Licenses

Job description

Truist Wealth in Hendersonville, TN seeks an experienced financial advisor to actively source, deepen, and retain client relationships by delivering personalized investment advice and solutions aligned with clients’ goals. You will analyze objectives and risk tolerance to recommend suitable strategies and products.

The role emphasizes building partnerships with retail teams, conducting educational seminars, and maintaining regulatory standards while growing a profitable client book.