Financial Advisor, Truist Investment Services, Tampa, FL

16 hours ago

Tampa, Florida, United States Truist Inc Full time
Job Summary

We are seeking a highly motivated and experienced Financial Advisor to join our team at Truist Investment Services in Tampa, FL. As a Financial Advisor, you will be responsible for providing personalized investment advice and solutions to clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Deliver personalized investment solutions to clients to help them achieve their 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.
  • 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 ensure 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.
Benefits

Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. 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.

Truist is an Equal Opportunity Employer and 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.

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