Wealth Advisor: Personal Investment Guidance & Growth

Kappa Alpha PSI Fraternity, Inc.; Florida; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision, life ins.

401(k) plan

Paid vacation and holidays

Job summary

Truist Financial Corporation in the United States seeks an experienced Financial Advisor to source, deepen, grow, and retain client relationships by providing personalized investment advice and solutions aligned with clients’ goals and risk tolerance. You will advise on strategies and maintain client files and records.

The role emphasizes continuing education on Truist Wealth products, collaboration with retail partners, and adherence to FINRA and regulatory standards, while delivering service

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking or equivalent education/experience.
• FINRA Series 7, 66 (63/65 in lieu of 66) licenses.
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• Organized and self-motivated with strong analytical and interpersonal skills.
• Competent with Microsoft Office products.

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales through self-sourced opportunities and referrals.
• Use a consultative sales process to review client investment plans regularly.
• Implement investment decisions and maintain accurate client files.
• Remain knowledgeable of Truist Wealth products and complete continuing education.
• Establish partnerships with branches and internal teams to meet client needs.
• Conduct branch training and investment product seminars for clients and prospects.
• Adhere to standards set by Truist, FINRA and regulators.

Skills

Securities sales

Client relationship management

Financial analysis

Microsoft Office

Education

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

Tools

FINRA Series 7 licenses

FINRA Series 66 licenses

State health and life insurance licenses

Job description

Truist Financial Corporation in the United States seeks an experienced Financial Advisor to source, deepen, grow, and retain client relationships by providing personalized investment advice and solutions aligned with clients’ goals and risk tolerance. You will advise on strategies and maintain client files and records.

The role emphasizes continuing education on Truist Wealth products, collaboration with retail partners, and adherence to FINRA and regulatory standards, while delivering service