Wealth Advisor: Personal Investment Strategist

The National Urban League, Inc.; Florida; On-site; USD 85,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability

401k plan

Paid vacations

Paid holidays

Job summary

Truist Wealth is seeking a competent Financial Advisor in Florida to actively source, deepen, grow and retain client relationships. You will provide personalized investment advice and solutions based on clients’ goals and risk tolerance.

The role emphasizes consultative planning, timely execution of investment decisions, and ongoing education about products. Strong licenses and education are required, with comprehensive benefits described by the employer.

Qualifications

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

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 inquiries, maintain client files.
• Remain knowledgeable of Truist Wealth products and complete continuing education.
• Establish partnerships with branch teammates and internal partners to meet client needs.
• Conduct branch training sessions and investment product seminars.
• Adhere to professional and ethical standards set by Truist, FINRA, and regulators.

Skills

Analytical skills

Interpersonal skills

Relationship management

Microsoft Office

Problem solving

Education

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

Job description

Truist Wealth is seeking a competent Financial Advisor in Florida to actively source, deepen, grow and retain client relationships. You will provide personalized investment advice and solutions based on clients’ goals and risk tolerance.

The role emphasizes consultative planning, timely execution of investment decisions, and ongoing education about products. Strong licenses and education are required, with comprehensive benefits described by the employer.