Wealth Advisor: Investment Guidance & Client Growth

Truist; Raleigh (NC); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

AD&D

401k plan

Pension plan

Restricted stock units

Deferred compensation

Job summary

Truist Wealth is seeking a Securities-focused Financial Advisor in Raleigh to deepen client relationships and grow assets under management. You will deliver tailored investment solutions and work with Wealth and Commercial teams to meet client needs.

The role requires FINRA licenses, state health and life licenses, and strong relationship management skills. A competitive benefits package accompanies a focus on professional development and compliance.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• Competent skills in Microsoft Office software.

Responsibilities

• Deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
• Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, 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.
• Lead overall client relationship management strategies to deepen client connections and loyalty.
• Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Skills

Securities sales

Client relationship management

Analytical skills

Interpersonal skills

Persuasion skills

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Truist Wealth is seeking a Securities-focused Financial Advisor in Raleigh to deepen client relationships and grow assets under management. You will deliver tailored investment solutions and work with Wealth and Commercial teams to meet client needs.

The role requires FINRA licenses, state health and life licenses, and strong relationship management skills. A competitive benefits package accompanies a focus on professional development and compliance.