Financial Advisor - Investment Services Group

Job description

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nIf you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)

n(accommodation requests only; other inquiries won't receive a response).

nRegular or Temporary:

nRegular

nLanguage Fluency: English (Required)

nWork Shift:

n1st shift (United States of America)

nPlease review the following job description:

nJob Summary

nActively source, deepen, grow and retain client relationships, both self-sourced 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 client's needs.

nESSENTIAL DUTIES AND RESPONSIBILITIES

nFollowing 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.

nnnDevelop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.

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nnUtilize a consultative sales process to partner with clients to review investment plans on a regular basis.

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nnImplement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.

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nnRemain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.

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nnEstablish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.

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nnConduct branch training sessions and investment product educational seminars for clients and prospects.

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nnAdhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

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n nQUALIFICATIONS

nRequired Qualifications:

nThe 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.

nnnBachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

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nnFINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.

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nnApplicable state health and life insurance licenses.

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nnSecurities sales and client relationship management experience.

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nnOrganized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills.

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nnCompetent skills in Microsoft Office software products.

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n nPreferred Qualifications:

nnnBanking experience

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nnAdditional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.

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n nGeneral 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 position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred 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 full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (

n. Depending on the position and division, this job may also be eligible for Truist’s 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 non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

nTruist 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.

nEEO is the Law (

nE-Verify (

nIER Right to Work (

Worksite address

raleigh, NC, 27601, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.