[Remote] Client Advisory Center Financial Advisor I

Other Jobs To Apply

Note: The job is a remote job and is open to candidates in USA. Truist 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.


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

Skills

  • 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
  • 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 Overview

  • Truist is the sixth-largest commercial bank in the U.S. It was founded in 2019, and is headquartered in Charlotte, North Carolina, USA, with a workforce of 10001+ employees. Its website is https://www.truist.com.

    • Company H1B Sponsorship

  • Truist has a track record of offering H1B sponsorships, with 313 in 2025, 247 in 2024, 288 in 2023, 275 in 2022, 278 in 2021, 270 in 2020. Please note that this does not guarantee sponsorship for this specific role.

    • Back to blog

    Common Interview Questions And Answers

    1. HOW DO YOU PLAN YOUR DAY?

    This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

    2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

    When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

    3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

    Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

    4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

    With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

    5. HOW DO YOU PROCESS INFORMATION?

    Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

    6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

    Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

    7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

    Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

    8. HOW TO PRIORITIZE WORK?

    The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

    9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

    Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

    10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

    This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...