Wealth Growth Advisor: Investment Solutions & Client Relationships

Truist; Wilmington (NC); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation

Job summary

Truist Wealth is seeking a Financial Advisor to actively source and deepen client relationships, delivering personalized investment advice aligned with clients’ goals and risk tolerance.

You will work to set the strategic direction of the advisor team, grow assets under management, and expand securities and insurance sales through referrals and networking. Regulatory compliance and continuing education are essential to success.

Qualifications

• Bachelor’s degree 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 relationship skills.
• Competent skills in Microsoft Office software products.

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 securities and insurance sales by leveraging referrals and external networking.
• Utilize a consultative sales process to review investment plans with clients regularly.
• Lead client relationship management strategies to deepen connections and loyalty.
• Record transactions and inquiries, maintaining client files per regulatory policies.
• Remain knowledgeable of Truist Wealth products and complete continuing education requirements.
• Establish partnerships with Wealth and Commercial teams to meet unmet client needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set by Truist and FINRA.

Skills

Securities sales and client relations

Organized and self-motivated

Microsoft Office

Education

Bachelor’s degree in Business, Accounting, Finance or Banking

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

State health and life insurance licenses

Job description

Truist Wealth is seeking a Financial Advisor to actively source and deepen client relationships, delivering personalized investment advice aligned with clients’ goals and risk tolerance.

You will work to set the strategic direction of the advisor team, grow assets under management, and expand securities and insurance sales through referrals and networking. Regulatory compliance and continuing education are essential to success.