Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.
2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
3. Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.
4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
5. Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
6. Conduct branch training sessions and investment product educational seminars for clients and prospects.
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
3. Applicable state health and life insurance licenses.
4. Securities sales and client relationship management experience.
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills.
6. Competent skills in Microsoft Office software products.
Preferred Qualifications:
1. Banking experience
2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
Financial Advisor - Investment Services Group • Greensboro, NC, United States
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