Wealth Advisor: Personal Investment Strategy & Growth

Truist Wealth; Panama City (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid holidays

Vacation days

Job summary

Truist Wealth in Florida seeks a seasoned Financial Advisor to actively source, deepen, grow and retain client relationships by providing distinctive investment advice across a broad range of products aligned to clients’ goals and risk tolerance. You will analyze objectives and risk to tailor strategies and solutions for clients, helping them meet long-term financial goals with a consultative approach.

The role requires a Bachelor's degree and FINRA licenses, and offers a structured career path

Qualifications

• Bachelor's degree or equivalent education and related experience.
• FINRA Series 7, 66 (63/65 in lieu of 66) licenses.
• State health and life insurance licenses.
• Securities sales and client relationship management experience.
• Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

Responsibilities

• Deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
• Develop and maintain a profitable level of securities and insurance sales by leveraging opportunities from referrals and networking.
• Utilize a consultative sales process to review investment plans with clients regularly.
• Lead client relationship management strategies to deepen connections and loyalty.
• Record transactions and inquiries accurately to conform with regulatory policies.
• Remain knowledgeable of all Truist Wealth products and complete continuing education requirements.
• Establish partnerships with Wealth and Commercial teams to fulfill unmet client needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set forth by Truist and FINRA.

Skills

Securities sales

Client relationship management

Analytical skills

Problem-solving

Interpersonal skills

Persuasion

Education

Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience

Tools

Microsoft Office

Job description

Truist Wealth in Florida seeks a seasoned Financial Advisor to actively source, deepen, grow and retain client relationships by providing distinctive investment advice across a broad range of products aligned to clients’ goals and risk tolerance. You will analyze objectives and risk to tailor strategies and solutions for clients, helping them meet long-term financial goals with a consultative approach.

The role requires a Bachelor's degree and FINRA licenses, and offers a structured career path