Financial Advisor, Truist Investment Services, Virginia Beach, VA
3 weeks ago
Job Summary:
We are seeking a highly motivated and experienced Financial Advisor to join our team at Truist Investment Services. As a Financial Advisor, you will be responsible for providing personalized investment solutions to help clients work toward their long-term financial goals.
Key Responsibilities:
- Deliver customized investment strategies to clients based on their individual needs and risk tolerance.
- 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.
Requirements:
- Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
- FINRA Series 7 and 65 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.
Preferred Qualifications:
- Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
- Banking experience helpful.
About Truist Financial Corporation:
Truist Financial Corporation is a leading financial services company that provides a wide range of financial products and services to individuals, businesses, and institutions. We are committed to helping our clients achieve their financial goals and live their best lives.
Why Join Us:
At Truist Financial Corporation, we offer a dynamic and supportive work environment that fosters growth and development. Our team members enjoy competitive compensation and benefits, as well as opportunities for professional advancement and personal growth.
Equal Opportunity Employer:
Truist Financial Corporation 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.
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