Wealth Advisor: Tailored Investment Strategy & Growth

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

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

AD&D

Tax-advantaged savings accounts

401k plan

Vacation days

Sick days

Holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist Wealth in Virginia seeks a Regular Financial Advisor who actively sources, deepens, grows and retains client relationships by providing personalized investment advice across a wide range of products and solutions aligned with clients' goals and risk tolerance.

You will advise clients on selecting strategies that meet their objectives, lead client relationship management, document activity to regulatory standards, and collaborate with Wealth and Commercial teams.

Qualifications

• Organized and self-motivated with strong analytical and problem-solving skills.
• Interpersonal skills and ability to persuade and manage client relationships.
• Experience in securities sales and client relationship management.
• Familiarity with Microsoft Office productivity tools.

Responsibilities

• Deliver personalized investment solutions to help clients work toward long-term financial goals.
• Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
• Develop and maintain a profitable level of securities and insurance sales by leveraging referrals and client needs.
• Use a consultative sales process to review investment plans with clients regularly.
• Lead client relationship management strategies to deepen connections and loyalty.
• Accurately record transactions and inquiries and maintain client files per regulatory policies.
• Stay informed about Truist Wealth products and complete continuing education requirements.
• Collaborate with Wealth and Commercial teams to meet unmet client needs.
• Conduct investment product education seminars for clients and prospects.
• Adhere to standards set by Truist and FINRA.

Skills

Interpersonal skills

Persuasion

Relationship management

Analytical skills

Problem-solving

Organized

Self-motivated

Education

Bachelor's degree in Business, Finance, Banking, Accounting or related field

Tools

Microsoft Office

Job description

Truist Wealth in Virginia seeks a Regular Financial Advisor who actively sources, deepens, grows and retains client relationships by providing personalized investment advice across a wide range of products and solutions aligned with clients' goals and risk tolerance.

You will advise clients on selecting strategies that meet their objectives, lead client relationship management, document activity to regulatory standards, and collaborate with Wealth and Commercial teams.