Financial Advisor

Truist Bank is hiring a Financial Advisor in Louisville, KY (onsite) to drive client growth through tailored investment guidance and compliant sales execution.

Responsibilities

• Provide personalized investment solutions designed to help clients pursue long-term financial goals.
• Set the strategic direction for the Financial Advisor team to increase assets under management, sales, and service.
• Maintain a profitable level of securities and insurance sales by executing opportunities identified via external networking and internal referrals.
• Ensure sales activities align with the client segmentation model and clients’ best interests.
• Use a consultative sales process to partner with clients and review investment plans on a regular basis.
• Lead client relationship management strategies to deepen client connections and loyalty.
• Record transactions and inquiries accurately, and ensure customer files are completed and maintained to meet regulatory policies.
• Stay current on Truist Wealth products and complete all required continuing education.
• Build partnerships with Wealth, Commercial, and other internal teams to identify and address unmet client financial needs.
• Conduct investment product educational seminars for clients and prospects.
• Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
• FINRA Series 7 and 66 (with 63 and 65 in lieu of 66).
• Applicable state health and life insurance licenses.
• Securities sales and client relationship management experience.
• Organized and self-motivated with strong skills in analytical, problem-solving, interpersonal, persuasion, and relationship management.
• Competency with Microsoft Office products.

Technology

• Microsoft Office

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Disability
• Accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• At least 10 days of vacation in the first year (prorated based on hire date and full-time/part-time status)
• 10 sick days (also prorated)
• Paid holidays
• Defined benefit pension plan (depending on position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

Other Information

• Regular position
• Language: English (Required)
• Work shift: 1st shift (United States of America)
• Preferred qualifications: Additional credentials such as CFP, CIMA, etc.; banking experience helpful
• Benefits eligibility (Truist Financial Corporation): Regular teammates (not temporary or contingent) working 20 hours or more per week are eligible for benefits; eligibility for specific benefits may vary by division