Truist Financial Corporation
Financial Advisor, Truist Investment Services, Orlando, 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 distinctive and personalized investment advice. Cover a wide range of products and solutions tailored to clients' individual goals, risk tolerances, and best interests. Advise clients and prospective clients by analyzing objectives and risk tolerances to determine 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 of the Financial Advisor team to increase assets under management, sales, and service.
Develop and maintain profitable securities and insurance sales by executing opportunities identified through external networking and internal referrals, ensuring alignment with client segmentation and best interests.
Use 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 accurately, ensuring customer files are complete and compliant with regulatory policies.
Maintain knowledge of all current products offered by Truist Wealth and complete ongoing education requirements.
Establish strong partnerships with Wealth, Commercial teams, and other internal partners to identify and fulfill 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 Qualifications:
Bachelor's degree in Business, Accounting, Finance, Banking, or equivalent education and experience.
FINRA Series 7, 66 (or 63 and 65 in lieu of 66) licenses.
Applicable state health and life insurance licenses.
Securities sales and client relationship management experience.
Organized, self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Proficiency in Microsoft Office software.
Preferred Qualifications:
Additional credentials such as CFP, CIMA, etc.
Banking experience is advantageous.
Benefits Eligible employees working 20 hours or more per week are eligible for benefits, which may include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-advantaged savings accounts, and a 401(k) plan. Teammates receive at least 10 days of vacation (prorated based on hire date and status), 10 sick days, and paid holidays. Additional benefits like pension plans, restricted stock units, and deferred compensation may be available depending on the position and division. More details will be provided during the hiring process.
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English (Required)
Work Shift:
Job Grade:
100
Job Description:
Actively source, deepen, grow, and retain client relationships by providing distinctive and personalized investment advice. Cover a wide range of products and solutions tailored to clients' individual goals, risk tolerances, and best interests. Advise clients and prospective clients by analyzing objectives and risk tolerances to determine 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 of the Financial Advisor team to increase assets under management, sales, and service.
Develop and maintain profitable securities and insurance sales by executing opportunities identified through external networking and internal referrals, ensuring alignment with client segmentation and best interests.
Use 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 accurately, ensuring customer files are complete and compliant with regulatory policies.
Maintain knowledge of all current products offered by Truist Wealth and complete ongoing education requirements.
Establish strong partnerships with Wealth, Commercial teams, and other internal partners to identify and fulfill 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 Qualifications:
Bachelor's degree in Business, Accounting, Finance, Banking, or equivalent education and experience.
FINRA Series 7, 66 (or 63 and 65 in lieu of 66) licenses.
Applicable state health and life insurance licenses.
Securities sales and client relationship management experience.
Organized, self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Proficiency in Microsoft Office software.
Preferred Qualifications:
Additional credentials such as CFP, CIMA, etc.
Banking experience is advantageous.
Benefits Eligible employees working 20 hours or more per week are eligible for benefits, which may include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-advantaged savings accounts, and a 401(k) plan. Teammates receive at least 10 days of vacation (prorated based on hire date and status), 10 sick days, and paid holidays. Additional benefits like pension plans, restricted stock units, and deferred compensation may be available depending on the position and division. More details will be provided during the hiring process.
#J-18808-Ljbffr