Wealth Advisor: Personal Investment Strategy & Growth

Truist; Panama City (FL); On-site; USD 65,000 - 110,000; Full time

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 required.
• FINRA licenses required.

Responsibilities

• Source, deepen, grow and retain client relationships with investment advice across products aligned to goals and risk tolerance.
• Analyze objectives and risk to tailor strategies and solutions for clients to meet long-term goals.

Skills

Client relationship management

Investment advisory

Consultative selling

Education

Bachelor's degree

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