Wealth Advisor — Personal Investment Guidance

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist Financial Corporation seeks a professional to actively source, deepen, grow and retain client relationships by providing investment advice and solutions tailored to individual goals. Focus on analyzing objectives and risk tolerance to determine the best financial strategies.

The role emphasizes maintaining knowledge of Truist Wealth products, completing CE requirements, and collaborating with branch teams to meet client needs and educate clients and prospects.

Qualifications

• Bachelor's degree or equivalent in business/finance fields.
• FINRA Series 7, 66 licenses (63/65 in lieu).
• State health and life licenses required.
• Securities sales and client relationship experience.
• Strong analytical, problem-solving, interpersonal and relationship skills.
• Competent in Microsoft Office software.

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales through self-sourced and referrals.
• Use a consultative sales process to review investment plans with clients.
• Execute investment decisions promptly; record transactions and inquiries; maintain client files.
• Stay knowledgeable about Truist Wealth products and complete continuing education requirements.
• Partner with retail branches to uncover unmet client financial needs.
• Conduct branch training and investment product education seminars.

Skills

Client relationship management

Analytical skills

Interpersonal skills

Problem-solving

Education

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

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a professional to actively source, deepen, grow and retain client relationships by providing investment advice and solutions tailored to individual goals. Focus on analyzing objectives and risk tolerance to determine the best financial strategies.

The role emphasizes maintaining knowledge of Truist Wealth products, completing CE requirements, and collaborating with branch teams to meet client needs and educate clients and prospects.