Wealth Advisor: Personal Investment Solutions & Growth

Truist; Greensboro (NC); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Wealth is seeking an Investment Advisor in Greensboro, NC to actively source, deepen, grow and retain client relationships by providing personalized investment advice and solutions based on clients' goals and needs. You will analyze objectives and risk tolerance to tailor financial strategies and advise clients and prospects on suitable investments.

This role requires maintaining knowledge of Truist Wealth products, adhering to regulatory standards, and collaborating with internal

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.
• Strong analytical, problem-solving, interpersonal and relationship management skills.

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales through self-sourced opportunities and referrals.
• Use a consultative sales process with clients to review investment plans regularly.
• Implement investment decisions, record transactions, and maintain client files.
• Stay current on all Truist Wealth products and complete continuing education.
• Build partnerships with branches and internal partners to meet client needs.
• Conduct branch training sessions and investment product seminars.
• Adhere to FINRA and other regulations.

Skills

Organizational skills

Self-motivation

Analytical thinking

Interpersonal skills

Relationship management

Education

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

Tools

Microsoft Office

Job description

Truist Wealth is seeking an Investment Advisor in Greensboro, NC to actively source, deepen, grow and retain client relationships by providing personalized investment advice and solutions based on clients' goals and needs. You will analyze objectives and risk tolerance to tailor financial strategies and advise clients and prospects on suitable investments.

This role requires maintaining knowledge of Truist Wealth products, adhering to regulatory standards, and collaborating with internal