Financial Advisor
Truist Bank • Virginia Beach, VA135d
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Financial Advisor, Truist Investment Services, Virginia Beach, VA
Truist Bank•Virginia Beach, VA
About The Position
The Financial Advisor actively sources, deepens, grows, and retains client relationships by providing personalized investment advice and a range of products and solutions aligned with clients’ individual goals, risk tolerances, and best interests. The role advises clients and prospective clients by analyzing their objectives and risk tolerances to identify appropriate financial strategies and solutions. The advisor delivers personalized investment solutions, sets the strategic direction of the Financial Advisor team, and develops securities and insurance sales through networking and internal referrals. The role uses a consultative sales process to review clients’ investment plans regularly, leads relationship-management strategies, maintains accurate transaction and client records in accordance with regulatory policies, and stays current on Truist Wealth products and continuing education requirements. The advisor also partners with Wealth, Commercial, and other internal teams, conducts investment education seminars, and follows Truist, FINRA, and other applicable professional and ethical standards. Compensation is solely commission-based under applicable standard commission rates and terms, which may include a salary draw. Eligible regular teammates working at least 20 hours per week may receive benefits, subject to plan and position eligibility. Benefits described include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k) plan, vacation, sick leave, and paid holidays. Depending on the position and division, additional benefits may include a defined-benefit pension plan, restricted stock units, or deferred compensation.
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 65 may be held 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.
- Competence with Microsoft Office software products.
Nice To Haves
- Additional credentials such as Certified Financial Planner (CFP) designation 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 securities and insurance sales through external networking and internal referrals, aligning opportunities with the client segmentation model and clients’ best interests.
- Use a consultative sales process to review investment plans with clients regularly.
- Lead client relationship-management strategies to deepen client connections and loyalty.
- Record transactions and inquiries properly 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, Commercial, and other internal business partners to identify and fulfill unmet client financial needs.
- Conduct investment product education 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
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- Vacation
- Sick leave
- Paid holidays
- May be eligible for a defined-benefit pension plan, restricted stock units, and/or deferred compensation, depending on position and division
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
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