Wealth Advisor: Personal Investment Solutions

Truist Financial Corporation; Germantown (TN); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Job summary

A leading financial institution seeks a motivated financial advisor to enhance client relationships and provide expert investment advice. The position involves significant interaction with clients, requiring strong analytical and relationship management skills. Candidates should possess a relevant bachelor’s degree and the appropriate financial licenses. The role offers a competitive salary and comprehensive benefits, including medical, dental, and 401k plans.

Qualifications

• Bachelor's degree in a relevant field required.
• FINRA Series 7 and 66 licenses necessary.
• Experience in securities sales and client management needed.

Responsibilities

• Develop and maintain profitable relationships with clients.
• Conduct branch training and educational seminars.
• Implement investment decisions accurately and record transactions.

Skills

Analytical skills

Relationship management

Problem-solving

Education

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

Tools

Microsoft Office

Job description

A leading financial institution seeks a motivated financial advisor to enhance client relationships and provide expert investment advice. The position involves significant interaction with clients, requiring strong analytical and relationship management skills. Candidates should possess a relevant bachelor’s degree and the appropriate financial licenses. The role offers a competitive salary and comprehensive benefits, including medical, dental, and 401k plans.