Wealth Advisor: Personal Investment Guidance & Growth

Truist; Wilmington (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

401k plan

Vacation

Sick days

Holidays

Pension/RSUs

Job summary

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions driven by clients' individual goals, risk tolerances and best interests. Truist Wealth emphasizes client-centric strategies and ongoing consultation.

Advises clients and prospective clients, analyzes objectives and risk tolerance to determine which financial strategies and solutions best meet their needs while maintaining high

Qualifications

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

Responsibilities

• Deliver personalized investment solutions to help clients reach long-term financial goals.
• Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
• Develop and maintain profitable securities and insurance sales by leveraging referrals and client segmentation.
• Use a consultative sales process to review investment plans with clients regularly.
• Lead client relationship management strategies to deepen connections and loyalty.
• Record transactions and inquiries accurately to comply with regulatory policies.

Skills

Client relationship management

Sales mindset

Analytical skills

Microsoft Office

Education

Bachelor's degree in Business/Accounting/Finance/Banking

Equivalent education and related experience

Tools

CRM software

Job description

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions driven by clients' individual goals, risk tolerances and best interests. Truist Wealth emphasizes client-centric strategies and ongoing consultation.

Advises clients and prospective clients, analyzes objectives and risk tolerance to determine which financial strategies and solutions best meet their needs while maintaining high