Wealth Advisor: Personal Investment Strategy & Growth

Gamma Phi Omega International; Florida; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid time off

Job summary

Truist Financial Corporation seeks an Investment Advisor to actively source and deepen client relationships, delivering distinctive investment advice, products, and solutions aligned with client goals and risk tolerance. You will advise on investment strategies and analyze client objectives to determine suitable financial solutions.

You will also partner with internal teams to expand relationships, maintain accurate records, and stay current on Truist Wealth offerings while meeting regulatory

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• FINRA Series 7, 66 licenses; or 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 management skills.
• Competent with Microsoft Office software.

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales through self-sourced opportunities and referrals, aligned to client segmentation and best interests.
• Utilize a consultative sales process to review investment plans with clients regularly.
• Execute investment decisions, properly record transactions and inquiries, and maintain client files.
• Remain knowledgeable about Truist Wealth products and complete continuing education requirements.
• Establish strong partnerships with retail branch teammates and internal partners to fulfill client needs.
• Conduct branch training sessions and investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set by Truist, FINRA, and other regulators.

Skills

Securities sales

Client relationship management

FINRA Series 7, 66 licenses

State health and life licenses

Organized, analytical and problem‑solv

Interpersonal skills

Education

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

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks an Investment Advisor to actively source and deepen client relationships, delivering distinctive investment advice, products, and solutions aligned with client goals and risk tolerance. You will advise on investment strategies and analyze client objectives to determine suitable financial solutions.

You will also partner with internal teams to expand relationships, maintain accurate records, and stay current on Truist Wealth offerings while meeting regulatory