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Job description
Job Title
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:
Deliver personalized investment solutions to help clients work toward 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 a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
Lead overall client relationship management strategies to deepen client connections and loyalty.
Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
Conduct investment product educational seminars for clients and prospects.
Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
Qualifications:
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.
Competent skills in Microsoft Office software products.
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. are preferred.
Banking experience is helpful.
This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw.
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.
Worksite address
old greenwich, CT, 06870, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.