Financial Advisor, Truist Investment Services, Norfolk, VA

Truist Bank•Norfolk, VA

49d

About The Position

The Financial Advisor actively sources, deepens, grows, and retains client relationships by providing personalized investment advice and solutions tailored to clients’ goals, risk tolerances, and best interests. The advisor analyzes client and prospective-client objectives and risk tolerance to identify suitable financial strategies. The role also sets the strategic direction of the Financial Advisor team to grow assets under management, sales, and service, and leads client relationship management strategies.

Requirements

Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
Applicable state health and life insurance licenses.
Experience in securities sales and client relationship management.
Organized and self-motivated, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Competent skills with Microsoft Office software products.

Nice To Haves

Additional credentials such as Certified Financial Planner (CFP) or CIMA.
Banking experience.

Responsibilities

Deliver personalized investment solutions to help clients work toward long-term financial goals.
Set the strategic direction of the Financial Advisor team to increase assets under management, sales, and service.
Develop and maintain profitable securities and insurance sales by pursuing opportunities through external networking and internal referrals, while aligning recommendations with the client segmentation model and clients’ best interests.
Use a consultative sales process to partner with clients and regularly review investment plans.
Lead client relationship management strategies to deepen client connections and loyalty.
Record transactions and inquiries, and ensure customer files are complete and maintained in accordance with regulatory policies.
Maintain knowledge of Truist Wealth products and complete continuing education requirements.
Build partnerships with Wealth and Commercial teams and other internal business partners to identify and fulfill unmet client financial needs.
Conduct investment product education seminars for clients and prospects.
Comply with professional and ethical standards established by Truist, FINRA, and other regulatory bodies.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
10 sick days, prorated
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan depending on position and division