Wealth Advisor: Personal Investments & Client Growth

Truist; Hendersonville (TN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Wealth is seeking an Investment Advisor in Hendersonville, TN to actively source, deepen, grow and retain client relationships by providing personalized investment advice, products, and solutions based on client goals and risk tolerance.

The role focuses on analyzing objectives to determine suitable financial strategies, while maintaining compliance with FINRA and state licensing requirements. Strong sales, advisory, and relationship-management skills are essential.

Qualifications

• Minimum bachelor's degree in business, accounting, finance, or banking.
• FINRA Series 7 and 66 licenses (63/65 in lieu).
• State health and life insurance licenses.
• Securities sales and client relationship management experience.
• Strong analytical, problem-solving, and interpersonal skills.
• Proficient with Microsoft Office.

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.
• Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
• Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
• Conduct branch training sessions and investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Skills

Client relationship management

Securities sales

Analytical skills

Interpersonal skills

Microsoft Office

Education

Bachelor's degree in Business/Accounting/Finance/Banking

Tools

Microsoft Office Suite

Job description

Truist Wealth is seeking an Investment Advisor in Hendersonville, TN to actively source, deepen, grow and retain client relationships by providing personalized investment advice, products, and solutions based on client goals and risk tolerance.

The role focuses on analyzing objectives to determine suitable financial strategies, while maintaining compliance with FINRA and state licensing requirements. Strong sales, advisory, and relationship-management skills are essential.