Wealth Advisor: Investment Services & Client Growth

Truist; Memphis (TN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) plan

Paid vacation and sick days

Disability insurance

Job summary

Truist Wealth in Memphis seeks a financial professional to actively source, deepen, grow and retain client relationships by providing personalized investment advice, products and solutions aligned with client goals and risk tolerance. You will advise clients on strategies and solutions that meet individual needs.

Core duties include sales, relationship management, ongoing review of plans, and maintaining accurate records while adhering to regulatory standards and continuing education

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education.
• FINRA Series 7, 66 licenses.
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• 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, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Skills

Analytical skills

Problem solving

Interpersonal skills

Relationship management

Organizational skills

Education

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

Tools

Microsoft Office

Job description

Truist Wealth in Memphis seeks a financial professional to actively source, deepen, grow and retain client relationships by providing personalized investment advice, products and solutions aligned with client goals and risk tolerance. You will advise clients on strategies and solutions that meet individual needs.

Core duties include sales, relationship management, ongoing review of plans, and maintaining accurate records while adhering to regulatory standards and continuing education