Wealth Advisor: Tailored Investment Guidance & Growth

Truist; Tennessee; Vor Ort; USD 85.000 - 110.000; Vollzeit

Zusammenfassung

Truist Wealth in Tennessee seeks a skilled financial advisor to actively source, deepen, and retain client relationships by delivering personalized investment advice and solutions aligned with clients' goals.

You will work with self-sourced and internal referrals, analyze objectives and risk tolerance to recommend strategies, and maintain comprehensive records while upholding FINRA and company standards.

Qualifikationen

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• FINRA Series 7, 66 licenses (63/65 in lieu of 66).
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• Organized and self-motivated with strong analytical and interpersonal skills.
• Proficient in Microsoft Office.

Aufgaben

• Develop and maintain a profitable level of securities and insurance sales by executing self-sourced opportunities and referrals.
• Utilize a consultative sales process to review investment plans with clients regularly.
• Implement investment decisions, record transactions, and maintain client files.
• Remain knowledgeable of all Truist Wealth products and complete continuing education.
• Establish partnerships with retail branch teammates to identify and fulfill client financial needs.
• Conduct branch training sessions and investment product seminars for clients and prospects.
• Adhere to FINRA, Truist, and regulatory standards.

Kenntnisse

Securities sales

Client relationship management

Analytical skills

Interpersonal skills

Microsoft Office proficiency

Ausbildung

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

FINRA Series 7, 66 licenses (63/65 in lieu of 66)

Applicable state health and life insurance licenses

Tools

CRM software

Jobbeschreibung

Truist Wealth in Tennessee seeks a skilled financial advisor to actively source, deepen, and retain client relationships by delivering personalized investment advice and solutions aligned with clients' goals.

You will work with self-sourced and internal referrals, analyze objectives and risk tolerance to recommend strategies, and maintain comprehensive records while upholding FINRA and company standards.