Wealth Advisor: Personal Investment Guidance & Growth

Truist; Southaven (MS); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Paid vacation and sick leave

Professional development opportunities

Job summary

A financial services firm in Southaven, Mississippi is seeking a dedicated professional to enhance client relationships and provide personalized investment advice. This role requires strong analytical skills, securities sales experience, and relevant licenses, including FINRA Series 7 and 66. You will develop tailored investment strategies, support clients' financial goals, and ensure compliance with industry regulations. The position offers a comprehensive benefits package and opportunities for career growth.

Qualifications

• Bachelors degree in a related field or equivalent experience.
• FINRA Series 7, 66 licenses required.
• Experience in securities sales and relationship management.

Responsibilities

• Develop and maintain a profitable level of sales.
• Partner with clients to review investment plans.
• Implement investment decisions promptly and accurately.

Skills

Securities sales and client relationship management experience

Strong analytical skills

Organization and self-motivation

Problem-solving skills

Interpersonal skills

Competent in Microsoft Office

Education

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

FINRA Series 7 and 66 licenses

Applicable state health and life insurance licenses

Job description

A financial services firm in Southaven, Mississippi is seeking a dedicated professional to enhance client relationships and provide personalized investment advice. This role requires strong analytical skills, securities sales experience, and relevant licenses, including FINRA Series 7 and 66. You will develop tailored investment strategies, support clients' financial goals, and ensure compliance with industry regulations. The position offers a comprehensive benefits package and opportunities for career growth.