Truist Bank is seeking a Financial Advisor for its Private Client Group in Savannah, TN. The role focuses on building and maintaining client relationships by providing personalized investment advice and strategies tailored to clients' financial goals
Job Summary
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.
Deliver personalized investment solutions to help clients work toward their long-term financial goals and develop and maintain a profitable level of securities and insurance sales.
Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
Matching Summary
Match Score: 85
Truist Bank is seeking a Financial Advisor for its Private Client Group in Savannah, TN. The role focuses on building and maintaining client relationships by providing personalized investment advice and strategies tailored to clients' financial goals.
Skills & Requirements
Must-have
Personalized investment advice
Client relationship management
Consultative sales process
Partnerships with internal business partners
Nice-to-have
Client segmentation model alignment
Investment product educational seminars
Key Requirements
FINRA Series 7, 66 licenses
State health and life insurance licenses
Securities sales and client relationship management experience