Financial Advisor – Private Client Group
| Company | Truist |
|---|---|
| Location | Paramus, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 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.
- Securities 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.
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.
Preferred Qualifications
- Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
- Banking experience helpful.