Key skills
Sales
About this role
Truist is a financial services company seeking a Financial Advisor to actively source, deepen, grow and retain client relationships. The role involves providing personalized investment advice and solutions tailored to clients' individual goals and risk tolerances while ensuring compliance with regulatory standards.
Responsibilities:
- Deliver personalized investment solutions to help clients work toward their long-term financial goals
- Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service
- Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, 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
- Lead overall client relationship management strategies to deepen client connections and loyalty
- Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies
- Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements
- Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled
- Conduct 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