Current jobs related to Financial Advisor, Investment Services - Charlotte, North Carolina - Truist

  • Investment Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Truist Full time

    Job DescriptionAbout the Role:We are seeking a highly skilled and experienced Investment Advisor to join our team at Truist. As an Investment Advisor, you will be responsible for providing expert investment advice to clients in a virtual environment.Key Responsibilities:Consult with clients to uncover their financial needs and provide personalized investment...

  • Financial Advisor

    3 days ago

    Charlotte, North Carolina, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals, families, and small businesses achieve financial stability and peace of mind. As a Financial Advisor, you'll play a vital role in shaping the financial futures of our clients.Key Responsibilities:Develop and implement personalized financial plans to...

  • Financial Investments Analyst

    1 month ago

    Charlotte, North Carolina, United States Brighthouse Financial Full time

    Industry Sector: Financial ServicesWhy Explore this Career Opportunity:Attractive compensation package reaching up to $95,000 along with performance-driven incentivesFlexible working arrangements available, including options for remote or in-office workAmple paid time off, featuring 20 vacation days, 16 paid holidays, and time allocated for volunteer...

  • Investment Analyst Intern

    1 month ago

    Charlotte, North Carolina, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations across...

  • Financial Services Summer Internship

    1 month ago

    Charlotte, North Carolina, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, founded in 2018, stands as a premier independent advisory firm in the financial sector. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and...

  • Investment Analyst Intern

    4 weeks ago

    Charlotte, North Carolina, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management is a distinguished independent financial advisory firm, established in 2018. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and corporations...

  • Financial Services Professional

    2 days ago

    Charlotte, North Carolina, United States The Pelora Group Full time

    Financial Advisor OpportunityThe Pelora Group is seeking an experienced financial advisor to join our team. As a financial advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and make informed decisions about their financial futures.Key Responsibilities• Develop and implement...

  • Financial Advisor

    1 month ago

    Charlotte, North Carolina, United States Modern Woodmen of America Full time

    Welcome to Modern Woodmen of AmericaModern Woodmen of America is a fraternal benefit society that prioritizes the needs of its members. We focus on retirement strategies, investment opportunities, and life insurance solutions. Our financial advisors are dedicated professionals committed to supporting our members and enhancing community welfare.Position...

  • Senior Financial Advisor: Partner Path

    2 days ago

    Charlotte, North Carolina, United States New York Life Charlotte Full time

    New York Life Charlotte: A Fortune 100 CompanyWe are seeking experienced managers from various industries to join our Partner Path program at New York Life Charlotte. If you have a strong track record of leadership and client acquisition, you may be selected to become a licensed financial advisor and potentially a Partner in our Charlotte General...

  • Financial Solutions Advisor

    4 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Bank of America Merrill. As a Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies.Key ResponsibilitiesDevelop and maintain...

  • Financial Services Manager

    18 hours ago

    Charlotte, North Carolina, United States New York Life Charlotte Full time

    Unlock Your Potential as a Licensed Financial AdvisorNew York Life and NYLIFE Securities are seeking experienced professionals to join our Partner Path program. If you have a proven track record of leadership and client acquisition, you may be selected to become a licensed financial advisor and potentially a Partner in our Charlotte General Office.Enjoy a...

  • Financial Services Professional

    3 weeks ago

    Charlotte, North Carolina, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Truist Inc. as a Financial Advisor. The successful candidate will be responsible for providing personalized investment advice and solutions to clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDeliver Exceptional...

  • Financial Services Associate

    1 week ago

    Charlotte, North Carolina, United States Jobot Full time

    Join Our Team as an Associate AdvisorWe are seeking a highly motivated and detail-oriented Associate Advisor to join our team in Charlotte, NC. As an Associate Advisor, you will play a key role in assisting clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.Key...

  • Lead Financial Accountant

    1 month ago

    Charlotte, North Carolina, United States LPL Financial Holdings, Inc. Full time

    Company Overview:LPL Financial Holdings, Inc. is a prominent firm in the financial services sector, dedicated to empowering financial advisors. With a commitment to independence, we support over 22,000 advisors and numerous investment programs across the nation. Our focus is on providing personalized financial guidance, ensuring that our advisors have the...

  • Financial Services Associate

    1 week ago

    Charlotte, North Carolina, United States Jobot Full time

    Unlock Your Potential as a Wealth Management AssociateJoin Jobot, a leading national wealth management firm, as we seek a highly motivated and detail-oriented Associate Advisor to support our team in delivering exceptional client experiences.About the Role:Assist clients, wealth advisors, and team members in various roles to serve high-net-worth families and...

  • Investment Services Client Advocate

    4 weeks ago

    Charlotte, North Carolina, United States Truist Full time

    Position Title: Client Service RepresentativeCompany: Truist Financial CorporationRole Overview:Deliver exceptional service support through phone interactions for self-directed brokerage clients as well as account holders assigned to Financial Advisors, with guidance from senior personnel or management.Develop a comprehensive understanding of product...

  • Financial Services Associate

    6 days ago

    Charlotte, North Carolina, United States Jobot Full time

    Unlock Your Potential in Wealth ManagementWe are seeking a highly motivated and detail-oriented Associate Advisor to join our team at Jobot. As a key member of our wealth management practice, you will play a vital role in assisting clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families...

  • Financial Services Professional

    3 weeks ago

    Charlotte, North Carolina, United States Edward Jones Full time

    About the RoleAs a Financial Advisor with Edward Jones, you will have the opportunity to work with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education.Key ResponsibilitiesDevelop and grow your own practice, supported by your branch team, a home-office team,...

  • Senior Financial Consultant

    4 weeks ago

    Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a seasoned Financial Consultant to enhance our client services. In this role, you will engage with clients to assess their financial goals and risk profiles, subsequently recommending tailored financial solutions. A solid understanding of current financial products and necessary licenses is essential for...

  • Regional Director, Investment Management Specialist

    3 weeks ago

    Charlotte, North Carolina, United States Dimensional Fund Advisors, L.P. Full time

    Job Description:The Regional Director is responsible for managing relationships and driving business growth with existing and new clients in a specific region. This role involves leading sales-related activities and coordinating efforts with the client services team to effectively address the needs of financial advisors.Key Responsibilities:Sales Leadership:...

Financial Advisor, Investment Services

3 months ago

Charlotte, North Carolina, United States Truist Full time

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help? )

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

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

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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

Following 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.

  1. Deliver personalized investment solutions to help clients work toward their long-term financial goals.
  2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
  3. 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.
  4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
  5. Lead overall client relationship management strategies to deepen client connections and loyalty.
  6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
  7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
  8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
  9. Conduct investment product educational seminars for clients and prospects.
  10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

QUALIFICATIONS

Required Qualifications

The 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.

  1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  2. FINRA Series 7, and 65 in lieu of 66) licenses.
  3. Applicable state health and life insurance licenses.
  4. Securities sales and client relationship management experience
  5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
  6. Competent skills in Microsoft Office software products
Preferred Qualifications
  1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
  2. Banking experience helpful

General 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 )

. 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.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

EEO is the Law )

Pay Transparency Nondiscrimination Provision )

E-Verify (https://e-)