Financial Advisor - Investment Services Group

Truist Bank•Hendersonville, TN

50d•Onsite

About The Position

The Financial Advisor - Investment Services Group position involves actively sourcing, deepening, growing, and retaining client relationships. This role provides distinctive and personalized investment advice, products, and solutions tailored to clients' individual goals and investment needs. The advisor will analyze client objectives and risk tolerance to determine the best financial strategies and solutions. This is a regular full-time position with a 1st shift work schedule. Fluency in English is required.

Requirements

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 and relationship management skills.
Competent skills in Microsoft Office software products.

Nice To Haves

Banking experience
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.

Responsibilities

Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through self-sourced prospecting and referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.
Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
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.