Financial Advisor - Private Client Group

Job Overview 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 client's needs. Essential Duties and 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 regularly. Lead overall client relationship management strategies to deepen client connections and loyalty. Properly record transactions and inquiries, and ensure 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, FINRA, and other regulatory bodies. Required Qualifications 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. Security sales and client relationship management experience. Organized and self‑motivated individual with strong analytical, problem‑solving, interpersonal, persuasion, and relationship‑management skills. Competent skills in Microsoft Office software products. Preferred Qualifications Additional credentials such as Certified Financial Planner (CFP), CIMA, etc. Banking experience helpful. Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Eligibility for specific benefits may be determined by the division. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive no less than 10 days of vacation (prorated) during the first year of employment, along with 10 sick days (pro‑rated), and paid holidays. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Additional details can be found on the Benefits site. Equal Opportunity Employer Statement 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. #J-18808-Ljbffr Truist