Financial Advisor - Private Client Group

Truist Bank

Sugar Land, TX, United States
On-site
Personalized investment advice
Client goal analysis
Consultative sales process
Truist Bank is seeking a Financial Advisor for their Private Client Group in Sugar Land, TX. The role focuses on delivering tailored investment solutions and building long-term client relationships while ensuring compliance with regulatory standards

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.
  • Deliver personalized investment solutions to help clients work toward their long-term financial goals and set the strategic direction of the Financial Advisor team.
  • All regular teammates working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, and a 401k plan.

Matching Summary

Match Score: 85

Truist Bank is seeking a Financial Advisor for their Private Client Group in Sugar Land, TX. The role focuses on delivering tailored investment solutions and building long-term client relationships while ensuring compliance with regulatory standards.

Skills & Requirements

Must-have

  • Personalized investment advice
  • Client goal analysis
  • Consultative sales process
  • Partnerships with internal teams

Nice-to-have

  • Client segmentation alignment
  • Educational seminar delivery
  • Banking experience

Key Requirements

  • FINRA Series 7, 66 licenses
  • State health and life insurance licenses
  • Securities sales experience
  • Client relationship management experience
  • Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent experience
  • Competent in Microsoft Office

Work Rights

Not specified

Tailored Resume

Cover Letter