Wealth Advisor - Personal Investment Guidance & Growth

Truist; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation and sick days

Job summary

Truist is seeking a Financial Advisor in Miami, Florida to provide personalized investment advice tailored to individual client goals and needs. The role involves deepening client relationships and managing investment strategies, ensuring alignment with regulatory standards.

The ideal candidate will hold a Bachelor's degree, relevant licensing, and have experience in securities sales and strong analytical skills. Truist provides comprehensive benefits, including medical, dental, and a 401k plan.

Qualifications

• Bachelor's degree in a relevant field or equivalent experience.
• Licensed with FINRA Series 7 and 66.
• Experience in securities sales and client management is necessary.

Responsibilities

• Deliver personalized investment solutions to clients.
• Develop profitable securities and insurance sales.
• Conduct investment product educational seminars for clients.

Skills

Securities sales and client relationship management

Strong analytical and problem-solving skills

Interpersonal and persuasive skills

Competent in Microsoft Office

Education

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

FINRA Series 7, 66 licenses

State health and life insurance licenses

Job description

Truist is seeking a Financial Advisor in Miami, Florida to provide personalized investment advice tailored to individual client goals and needs. The role involves deepening client relationships and managing investment strategies, ensuring alignment with regulatory standards.

The ideal candidate will hold a Bachelor's degree, relevant licensing, and have experience in securities sales and strong analytical skills. Truist provides comprehensive benefits, including medical, dental, and a 401k plan.