Truist Financial Corporation
Financial Advisor, Truist Investment Services, Tampa, FL
Truist Financial Corporation, Hendersonville, Tennessee, us, 37077
Language Fluency:
English (Required) Work Shift: Job Grade:
100 Job Description: Actively source, deepen, grow, and retain client relationships by providing personalized investment advice across a wide range of products tailored to clients' goals, risk tolerances, and best interests. Advise clients and prospects by analyzing their objectives and risk profiles to recommend suitable financial strategies and solutions. Essential Duties and Responsibilities: Deliver personalized investment solutions to help clients achieve their long-term financial goals. Set the strategic direction for the Financial Advisor team to increase assets under management, sales, and service quality. Develop and maintain profitable securities and insurance sales by leveraging external networking and internal referrals, ensuring alignment with client segmentation and best interests. Use a consultative sales approach to review investment plans regularly with clients. Implement client relationship management strategies to deepen connections and foster loyalty. Accurately record transactions and inquiries, maintaining customer files in compliance with regulatory policies. Stay informed about all products offered by Truist Wealth and complete ongoing education requirements. Build strong partnerships with Wealth, Commercial teams, and other internal partners to identify and meet unmet client financial needs. Conduct investment product educational seminars for clients and prospects. Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies. Qualifications: Required: Bachelor's degree in Business, Accounting, Finance, Banking, or related experience. FINRA Series 7, 66 (or 63 and 65 in lieu of 66) licenses. Applicable state health and life insurance licenses. Experience in securities sales and client relationship management. Organized, self-motivated, with strong analytical, problem-solving, interpersonal, persuasion, and relationship skills. Proficiency in Microsoft Office software. Preferred: Additional credentials such as CFP, CIMA, etc. Banking experience. Benefits: Eligible employees working 20+ hours per week are entitled to benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and 401(k). Additional benefits may include paid vacation, sick days, holidays, and potentially a pension, stock units, or deferred compensation, depending on the position and division. For more details, visit
our Benefits site .
#J-18808-Ljbffr
English (Required) Work Shift: Job Grade:
100 Job Description: Actively source, deepen, grow, and retain client relationships by providing personalized investment advice across a wide range of products tailored to clients' goals, risk tolerances, and best interests. Advise clients and prospects by analyzing their objectives and risk profiles to recommend suitable financial strategies and solutions. Essential Duties and Responsibilities: Deliver personalized investment solutions to help clients achieve their long-term financial goals. Set the strategic direction for the Financial Advisor team to increase assets under management, sales, and service quality. Develop and maintain profitable securities and insurance sales by leveraging external networking and internal referrals, ensuring alignment with client segmentation and best interests. Use a consultative sales approach to review investment plans regularly with clients. Implement client relationship management strategies to deepen connections and foster loyalty. Accurately record transactions and inquiries, maintaining customer files in compliance with regulatory policies. Stay informed about all products offered by Truist Wealth and complete ongoing education requirements. Build strong partnerships with Wealth, Commercial teams, and other internal partners to identify and meet unmet client financial needs. Conduct investment product educational seminars for clients and prospects. Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies. Qualifications: Required: Bachelor's degree in Business, Accounting, Finance, Banking, or related experience. FINRA Series 7, 66 (or 63 and 65 in lieu of 66) licenses. Applicable state health and life insurance licenses. Experience in securities sales and client relationship management. Organized, self-motivated, with strong analytical, problem-solving, interpersonal, persuasion, and relationship skills. Proficiency in Microsoft Office software. Preferred: Additional credentials such as CFP, CIMA, etc. Banking experience. Benefits: Eligible employees working 20+ hours per week are entitled to benefits including medical, dental, vision, life insurance, disability, tax-advantaged savings, and 401(k). Additional benefits may include paid vacation, sick days, holidays, and potentially a pension, stock units, or deferred compensation, depending on the position and division. For more details, visit
our Benefits site .
#J-18808-Ljbffr