Financial Advisor, Truist Investment Services, Oviedo, FL

Truist • Oviedo, FL

3d

About The Position

The Financial Advisor actively sources, deepens, grows, and retains client relationships through personalized investment advice, products, and solutions tailored to clients’ individual goals and investment needs. The role advises clients and prospective clients by analyzing their objectives and risk tolerance to identify suitable financial strategies and solutions.

The advisor develops securities and insurance sales through self-sourced prospecting and referrals, uses a consultative process to review investment plans with clients, implements and records investment decisions accurately, and maintains client files. The role also requires staying current on Truist Wealth products and continuing education, partnering with branch and other internal teammates, delivering training and educational seminars, and adhering to professional and regulatory standards.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
• FINRA Series 7 and Series 66 licenses; Series 63 and Series 65 may be held in lieu of Series 66.
• Applicable state health and life insurance licenses.
• Experience in securities sales and client relationship management.
• Strong organization, self-motivation, analytical, problem-solving, interpersonal, and relationship management skills.
• Competence with Microsoft Office software products.

Nice To Haves

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

Responsibilities

• Develop and maintain a profitable level of securities and insurance sales through self-sourced prospecting and referrals from retail partners, consistent with the client segmentation model and clients’ best interests.
• Use a consultative sales process to partner with clients and regularly review their investment plans.
• Implement investment decisions promptly and accurately, record transactions and inquiries, and maintain complete client files.
• Maintain knowledge of products offered by Truist Wealth and complete continuing education requirements.
• Build strong partnerships with retail branch teammates and internal business partners to identify and meet clients’ financial needs.
• Conduct branch training sessions and investment product educational seminars for clients and prospects.
• Follow 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
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

What This Job Offers

• Job Type: Full-time