Wealth Advisor: Personal Investment Guidance & Growth

Truist; Memphis (TN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

401k plan

Paid holidays

Vacation time

Pension plan

Restricted stock units

Deferred compensation plan

Job summary

Truist Wealth is seeking a Financial Advisor in Memphis to deliver personalized investment solutions, deepen client relationships, and help clients work toward long-term financial goals. The role focuses on a consultative sales approach, regulatory compliance, and collaboration with Wealth and Commercial teams.

The candidate will manage investments, insurance products, and wealth strategy while maintaining up-to-date knowledge of Truist offerings and completing continuing education requirements.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking or equivalent education and related experience.
• FINRA licenses required: Series 7 and 66 (or 63/65 in lieu).
• State health and life insurance licenses required.
• Experience in securities sales and client relationship management.
• Strong analytical, problem-solving and interpersonal skills.
• Proficient in Microsoft Office.

Responsibilities

• Deliver personalized investment solutions to help clients meet long-term goals.
• Set strategic direction of the Financial Advisor team to grow assets under management, sales and service.
• Develop profitable securities and insurance sales through referrals and networking, aligned to client segmentation and best interests.
• Utilize a consultative sales process to review investment plans with clients on a regular basis.
• Lead client relationship management strategies to deepen loyalty.
• Record transactions and inquiries accurately and maintain client files per regulatory policies.
• Remain knowledgeable of all Truist Wealth products and complete continuing education requirements.
• Establish partnerships with Wealth and Commercial teams to uncover unmet client needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and regulatory standards set forth by Truist, FINRA, and other bodies.

Skills

Client relationship management

Financial product knowledge

Analytical skills

Communication skills

Microsoft Office

Education

Bachelor's degree in Business, Finance or related field

FINRA Series 7

FINRA Series 66

State health and life insurance licenses

Tools

Microsoft Office

CRM software (e.g., Salesforce)

Job description

Truist Wealth is seeking a Financial Advisor in Memphis to deliver personalized investment solutions, deepen client relationships, and help clients work toward long-term financial goals. The role focuses on a consultative sales approach, regulatory compliance, and collaboration with Wealth and Commercial teams.

The candidate will manage investments, insurance products, and wealth strategy while maintaining up-to-date knowledge of Truist offerings and completing continuing education requirements.