Wealth Advisor: Personal Investment Guidance & Growth

Truist

Bristol Township (Bucks County)

On-site

USD 90,000 - 130,000

Full time

9 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Wealth is seeking a client-focused professional to actively source, deepen, and retain client relationships by delivering personalized investment advice and solutions aligned to individual goals.

The role requires FINRA licenses, a bachelor’s degree, and strong analytical skills to assess objectives and risk tolerance for suitable financial strategies. Collaboration with internal partners and ongoing product knowledge are essential.

Qualifications

Bachelor’s degree in Business, Accounting, Finance or Banking.
FINRA Series 7 and 66 licenses (63/65 in lieu) required.
Applicable state health and life license required.
Securities sales and client relationship management experience.
Strong analytical and problem-solving skills.
Competent in Microsoft Office.

Responsibilities

Develop and maintain a profitable level of securities and insurance sales through self-sourced and referrals, aligned to client segmentation and best interests.
Use a consultative sales process to review investment plans with clients regularly.
Record transactions and inquiries accurately and maintain client files.
Stay knowledgeable of all Truist Wealth products and complete continuing education.
Partner with retail branch teams to uncover unmet client needs.
Conduct branch training and investment product seminars for clients and prospects.
Adhere to Truist, FINRA, and regulatory standards.