Wealth Advisor: Personal Investment Guidance

TalentAlly; Florida; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Wealth is seeking a client-focused financial professional to source and deepen client relationships. You will provide investment advice, analyze goals and risk tolerance, and tailor financial strategies.

The role emphasizes ongoing client reviews, product knowledge across Truist offerings, and collaboration with retail partners. Strong licensing and a professional ethic are required, with comprehensive benefits available.

Qualifications

• Bachelor's degree or equivalent education and experience in business/finance.
• FINRA Series 7 and Series 66 licenses (63/65 in lieu) are required.
• State health and life insurance licenses are required.

Responsibilities

• Develop and maintain profitable securities and insurance sales through self-sourced prospects and referrals.
• Partner with clients to review investment plans regularly using a consultative process.
• Record transactions accurately and maintain client files.
• Remain knowledgeable about Truist Wealth products and complete CE requirements.
• Build partnerships with branch teams to uncover unmet client needs.
• Conduct training sessions and investment education seminars for clients and prospects.
• Adhere to standards set by Truist, FINRA, and other regulators.

Skills

Client relationship management

Analytical skills

Interpersonal skills

Problem-solving

Sales experience

Education

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

FINRA Series 7, 66 licenses

State health and life insurance licenses

Tools

Microsoft Office

Job description

Truist Wealth is seeking a client-focused financial professional to source and deepen client relationships. You will provide investment advice, analyze goals and risk tolerance, and tailor financial strategies.

The role emphasizes ongoing client reviews, product knowledge across Truist offerings, and collaboration with retail partners. Strong licensing and a professional ethic are required, with comprehensive benefits available.