Financial Advisor - Investment Services Group
Financial Advisor - Investment Services Group
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1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Job SummaryActively source deepen grow and retain client relationships both selfsourced as well as generated from internal partners by providing distinctive and personalized investment advice products and solutions based upon clients individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the clients needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.
1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified selfsourced prospecting as well as through referrals from retail partners ensuring alignment to the client segmentation model and the clients best interests.
2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
3. Implement investment decisions promptly and accurately properly record transactions and inquiries and ensure client files are correctly completed and maintained.
4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
5. Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
6. Conduct branch training sessions and investment product educational seminars for clients and prospects.
7. Adhere to professional and ethical standards set forth by Truist the Financial Industry Regulatory Authority (FINRA) and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors degree in Business Accounting Finance or Banking or equivalent education and related experience.
2. FINRA Series 7 66 (63 and 65 in lieu of 66) licenses.
3. Applicable state health and life insurance licenses.
4. Securities sales and client relationship management experience.
5. Organized and selfmotivated individual with strong analytical problemsolving interpersonal and relationship management skills.
6. Competent skills in Microsoft Office software products.
Preferred Qualifications:
1. Banking experience
2. Additional credentials such as the Certified Financial Planner Designation (CFP) CIMA etc.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
