Wealth Advisor: Personal Investment Strategy & Growth

Truist; Raleigh (NC); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Vacation and sick leave

Paid holidays

Equal opportunity employer

Job summary

Truist Wealth in Raleigh, NC is seeking an Investment Advisor to actively source, deepen, grow and retain client relationships by providing distinctive investment advice, products, and solutions aligned with clients' goals and risk tolerance.

You will advise clients and prospects, review investment plans, implement decisions accurately, and maintain client files while staying current with Truist Wealth offerings and regulatory requirements.

Qualifications

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

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales by executing opportunities self-sourced or referrals.
• Utilize a consultative sales process to review investment plans with clients regularly.
• Implement investment decisions promptly and accurately, record transactions and inquiries, and maintain client files.
• Remain knowledgeable of all Truist Wealth products and complete continuing education requirements.
• Establish strong partnerships with branch teammates and internal partners to fulfill client needs.
• Conduct branch training sessions and investment product seminars for clients and prospects.

Skills

Securities sales

Client relationship management

Analytical skills

Interpersonal skills

Relationship management

Organized

Self-motivated

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Truist Wealth in Raleigh, NC is seeking an Investment Advisor to actively source, deepen, grow and retain client relationships by providing distinctive investment advice, products, and solutions aligned with clients' goals and risk tolerance.

You will advise clients and prospects, review investment plans, implement decisions accurately, and maintain client files while staying current with Truist Wealth offerings and regulatory requirements.