Truist ยท 2 hours ago
Client Advisory Center Financial Advisor I
United States
Full-time
Remote
Senior Level
6+ years expTruist Investment Services is seeking a Client Advisory Center Financial Advisor I to provide investment advice in a virtual environment. The role involves consulting with clients to uncover their needs and providing tailored investment solutions while ensuring compliance with regulations and the company's code of conduct.
BankingFinanceFinancial Services
Responsibilities
Handles inbound calls from clients independently while looking for sales opportunities
Answers client questions within set standards
Consults with clients to uncover needs and provide opportunities to add value through holistic financial management
Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients
Leverage technology to interact with clients for communication, portfolio strategy, and display
Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct
Subject matter expert on bank/LOB products
Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader
Assists with the training of less experienced Financial Advisors in his/her own subject area of expertise
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team
May have an individual book of business
Qualification
Required
6-10 years of retail brokerage or securities industry experience
Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling
Demonstrated understanding of basic financial planning and asset allocation techniques
Sufficient knowledge of essential systems to assist in trade execution
Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques
Series 7, and 66 or equivalent registrations are required
Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
Undergraduate degree in business, accounting, or related field
Preferred
MBA, CFP, CFA, CIMA
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2025-12-18
2025-12-16
Company data provided by crunchbase