Financial Advisor, Truist Investment Services, Alexandria, Va

Truist Bank

Alexandria, VA, United States
On-site
Client relationship management
Investment advice and solutions
Consultative sales process
Truist Bank is seeking a Financial Advisor for its Alexandria, VA branch, focused on building and retaining client relationships through personalized investment advice and solutions. The ideal candidate will possess a bachelor's degree in finance or a related field, relevant licenses, and experience in client relationship management

Job Summary

  • Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, products and solutions.
  • Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
  • Establish strong partnerships with retail branch teammates 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 Alexandria, VA branch, focused on building and retaining client relationships through personalized investment advice and solutions. The ideal candidate will possess a bachelor's degree in finance or a related field, relevant licenses, and experience in client relationship management.

Skills & Requirements

Must-have

  • Client relationship management
  • Investment advice and solutions
  • Consultative sales process
  • Securities and insurance sales

Nice-to-have

  • Partnerships with retail branches
  • Client education seminars
  • Ethical professional standards

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

Work Rights

Not specified

Tailored Resume

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