Financial Advisor, Truist Investment Services, Venice, FL

6 days ago

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

As a Financial Advisor at Truist Investment Services, you will play a critical role in building and maintaining strong relationships with clients, providing personalized investment advice and solutions to meet their unique goals and needs.

Key Responsibilities
  • Develop and maintain a profitable level of securities and insurance sales by identifying and executing on opportunities through self-sourced prospecting and referrals from internal partners.
  • Utilize a consultative sales process to partner with clients to review investment plans on a regular basis, ensuring alignment to their best interests.
  • Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.
  • Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
  • Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
  • Conduct branch training sessions and 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.
Requirements
  • Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
  • FINRA Series 7 and 65 licenses (in lieu of 66).
  • 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, and relationship management skills.
  • Competent skills in Microsoft Office software products.
Preferred Qualifications
  • Banking experience.
  • Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
Benefits

As a regular teammate working 20 hours or more per week, you will be eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. You will also receive no less than 10 days of vacation (prorated based on date of hire and full-time or part-time status) during your first year of employment, along with 10 sick days (also prorated), and paid holidays.

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.

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