Wealth Advisor: Tailored Investment Plans

Truist Wealth; Virginia Beach (VA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Sick days

Restricted stock units

Job summary

Truist Wealth in the United States seeks an experienced Financial Advisor to source, deepen, and retain client relationships by providing personalized investment advice. You will evaluate objectives and risk tolerance to propose suitable strategies and solutions, aligned with clients' best interests.

Responsibilities include delivering investment solutions, expanding assets under management, and conducting client seminars while maintaining regulatory standards.

Qualifications

• Bachelor's degree in Business, Finance or Banking or equivalent education with 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, problem-solving, interpersonal, persuasion, and relationship skills.
• Competent skills in Microsoft Office software products.

Responsibilities

• Deliver personalized investment solutions to help clients achieve long-term goals.
• Set the strategic direction of the Financial Advisor team to grow assets under management.
• Develop and maintain profitable securities and insurance sales through referrals and networking.
• Use a consultative process to review investment plans with clients regularly.
• Lead client relationship management strategies to deepen connections and loyalty.
• Record transactions accurately and maintain compliant customer files.
• Remain knowledgeable of all Truist Wealth products and complete education requirements.
• Establish partnerships with Wealth and Commercial teams to fulfill client needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and regulatory standards (FINRA and others).

Skills

Securities sales

Client management

Analytical skills

Interpersonal skills

MS Office

Education

Bachelor's degree in Business/Finance/Banking

FINRA Series 7 & 66 licenses

State health and life insurance licenses

Job description

Truist Wealth in the United States seeks an experienced Financial Advisor to source, deepen, and retain client relationships by providing personalized investment advice. You will evaluate objectives and risk tolerance to propose suitable strategies and solutions, aligned with clients' best interests.

Responsibilities include delivering investment solutions, expanding assets under management, and conducting client seminars while maintaining regulatory standards.