Wealth Advisor: Personal Investment Strategy & Growth

Truist; Norfolk (VA); 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

Truist in Norfolk, Virginia is seeking an experienced Financial Advisor to deepen client relationships and provide customized investment solutions. This role focuses on financial strategy and client risk analysis to effectively meet individual needs.

Preferred candidates will have a Bachelor's degree in Business or Finance, along with relevant FINRA licenses and strong analytical skills. This position primarily operates on a commission basis and offers various employee benefits including health insurance, retirement plans, and generous vacation time.

Qualifications

• Organized self-motivated individual with strong interpersonal and persuasion skills.
• Experience in securities sales and client relationship management.

Responsibilities

• Deliver personalized investment solutions to clients.
• Set strategic direction of Financial Advisor team.
• Develop and maintain profitable sales levels.
• Utilize consultative sales processes with clients.
• Lead client relationship management strategies.

Skills

Client relationship management

Financial strategy analysis

Sales skills

Analytical problem-solving

Microsoft Office competency

Education

Bachelor's degree in Business or related field

FINRA Series 7, 66 licenses

State health and life insurance licenses

Job description

Truist in Norfolk, Virginia is seeking an experienced Financial Advisor to deepen client relationships and provide customized investment solutions. This role focuses on financial strategy and client risk analysis to effectively meet individual needs.

Preferred candidates will have a Bachelor's degree in Business or Finance, along with relevant FINRA licenses and strong analytical skills. This position primarily operates on a commission basis and offers various employee benefits including health insurance, retirement plans, and generous vacation time.