Financial Advisor, Truist Investment Services, Roanoke VA

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Regular or Temporary :

Regular

Language Fluency : English (Required)

Work Shift :

1st shift (United States of America)

Please review the following job description :

Actively source deepen grow and retain client relationships by providing distinctive and personalized investment advice covering a wide range of products and solutions that are driven by clients individual goals risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the clients 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. Deliver personalized investment solutions to help clients work toward their long-term financial goals.

2. Set the strategic direction of the Financial Advisor team to increase assets under management sales and service.

3. 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 clients best interests.

4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.

5. Lead overall client relationship management strategies to deepen client connections and loyalty.

6. Properly record transactions and inquiries and see that customer files are correctly completed and maintained to conform to regulatory policies.

7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.

8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.

9. Conduct investment product educational seminars for clients and prospects.

10. 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. Bachelors 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 persuasion and relationship management skills.

6. Competent skills in Microsoft Office software products

Preferred Qualifications :

1. Additional credentials such as the Certified Financial Planner Designation (CFP) CIMA etc.

2. Banking experience helpful

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and / or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

Required Experience :

Unclear Seniority

Key Skills

Close Protection,Commercial,FIDIC,Indoor Sales,E-Commerce

Employment Type : Full-Time

Experience : years

Vacancy : 1