Financial Advisor - Private Client Group at Truist

Financial Advisor

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.

Essential duties and responsibilities include delivering personalized investment solutions to help clients work toward their long-term financial goals, setting the strategic direction of the Financial Advisor team to increase assets under management, sales and service, developing and maintaining a profitable level of securities and insurance sales, utilizing a consultative sales process to partner with clients to review investment plans on a regular basis, leading overall client relationship management strategies to deepen client connections and loyalty, properly recording transactions and inquiries, remaining knowledgeable of all products currently offered by Truist Wealth, establishing strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled, conducting investment product educational seminars for clients and prospects, and adhering to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Required qualifications include a bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience, FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses, applicable state health and life insurance licenses, securities sales and client relationship management experience, organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills, and competent skills in Microsoft Office software products.