About this role

Truist is seeking a Financial Advisor to join their Investment Services Group in Greensboro, NC. This role involves actively sourcing and managing client relationships by providing personalized investment advice and solutions tailored to individual goals and risk tolerance. You will implement investment decisions, maintain client files, and partner with internal teams to meet client financial needs.

What we are looking for

6

Develop and maintain securities and insurance sales
Utilize a consultative sales process with clients
Implement investment decisions and maintain client files
Partner with internal business partners
Conduct training sessions and educational seminars
Adhere to professional and ethical standards

Skills mentioned

1

Microsoft Office