Truist ยท 4 hours ago
Financial Advsior, Truist Investment Services, Leesburg, VA
Leesburg, VA
Full-time
Onsite
Mid LevelTruist is a financial services company seeking a Financial Advisor to actively source, deepen, grow and retain client relationships. The role involves providing personalized investment advice and solutions based on clients' individual goals and needs, while ensuring compliance with professional and ethical standards.
BankingFinanceFinancial Services
Responsibilities
Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, 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
Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained
Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements
Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled
Conduct branch training sessions and 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
Qualification
Required
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 and relationship management skills
Competent skills in Microsoft Office software products
Preferred
Banking experience
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc
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.
Founded in 2019
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