Wealth Advisor - Personal Investment Guidance & Growth

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Vacation days

Paid holidays

Job summary

Truist in Panama City, Florida, is seeking a Financial Advisor to deliver personalized investment solutions. In this role, you will manage client relationships, provide tailored advice, and help clients meet their financial goals.

The ideal candidate will have a Bachelor's degree in a relevant field, FINRA licenses, and experience in securities sales. Strong analytical, interpersonal, and organizational skills are crucial. Truist offers generous benefits including health insurance, vacation, and retirement options.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking.
• FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses required.
• Applicable state health and life insurance licenses.
• Organized and self-motivated individual.

Responsibilities

• Deliver personalized investment solutions to clients.
• Set strategic direction to increase assets under management.
• Develop and maintain profitable securities and insurance sales.
• Utilize a consultative sales process to review investment plans.
• Lead client relationship management strategies.
• Record transactions and inquiries according to regulations.

Skills

Securities sales and client relationship management experience

Analytical skills

Interpersonal skills

Organizational skills

Problem-solving skills

Persuasion skills

Relationship management skills

Competent skills in Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Truist in Panama City, Florida, is seeking a Financial Advisor to deliver personalized investment solutions. In this role, you will manage client relationships, provide tailored advice, and help clients meet their financial goals.

The ideal candidate will have a Bachelor's degree in a relevant field, FINRA licenses, and experience in securities sales. Strong analytical, interpersonal, and organizational skills are crucial. Truist offers generous benefits including health insurance, vacation, and retirement options.