Wealth Advisor: Personal Investment Strategy

Truist Wealth; Florida; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability

AD&D

401k plan

Vacation entitlement

Sick days

Paid holidays

Job summary

Truist Wealth is seeking a Financial Advisor in the United States (Florida) to actively source, deepen, grow, and retain client relationships by delivering distinctive and personalized investment advice across a broad range of products aligned with each client’s goals and risk tolerance.

The role emphasizes a consultative approach to review investment plans, lead relationship- management strategies, and collaborate with internal teams to meet client needs while maintaining regulatory standards.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• FINRA licenses as required (Series 7, 66) and life/health licenses.
• Securities sales and client relationship management experience.
• Strong analytical, communication and relationship skills.
• Proficiency with Microsoft Office applications.

Responsibilities

• Deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Set the strategic direction of the Wealth team to grow assets under management and service levels.
• Develop and maintain profitable securities and insurance sales through networking and referrals.
• Utilize a consultative sales process to review investment plans with clients regularly.
• Lead client relationship management strategies to deepen loyalty and engagement.
• Record transactions and inquiries accurately and maintain client files per regulatory policies.
• Remain knowledgeable of Truist Wealth products and complete ongoing education requirements.
• Partner with Wealth and Commercial teams to identify and fulfill unmet client needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to ethical standards set by Truist, FINRA, and regulators.

Skills

Client relationships

Investment advisory

Risk tolerance analysis

Consultative selling

Communication skills

Microsoft Office

Education

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

Tools

FINRA Series 7 license

FINRA Series 66 license

State health and life licenses

CFP designation

CIMA designation

Job description

Truist Wealth is seeking a Financial Advisor in the United States (Florida) to actively source, deepen, grow, and retain client relationships by delivering distinctive and personalized investment advice across a broad range of products aligned with each client’s goals and risk tolerance.

The role emphasizes a consultative approach to review investment plans, lead relationship- management strategies, and collaborate with internal teams to meet client needs while maintaining regulatory standards.