Wealth Advisor: Personal Investment Guidance & Growth

Truist Wealth; Norfolk (VA); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

401k plan

Paid holidays

Vacation

Job summary

Truist Wealth in Norfolk, VA seeks a Financial Advisor to actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice aligned with clients' goals, risk tolerances and best interests.

You will advise clients on objectives and risk tolerance to determine suitable strategies, lead a consultative process, and work with Wealth and Commercial teams to uncover unmet financial needs while maintaining regulatory compliance.

Qualifications

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

Responsibilities

• Deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
• Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
• Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
• Lead overall client relationship management strategies to deepen client connections and loyalty.
• Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Skills

Securities sales

Client relationship management

Analytical

Interpersonal & persuasion

Microsoft Office

Education

Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

Tools

FINRA Series 7

FINRA Series 66

State health & life licenses

Job description

Truist Wealth in Norfolk, VA seeks a Financial Advisor to actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice aligned with clients' goals, risk tolerances and best interests.

You will advise clients on objectives and risk tolerance to determine suitable strategies, lead a consultative process, and work with Wealth and Commercial teams to uncover unmet financial needs while maintaining regulatory compliance.