Virtual Financial Advisor: Build Portfolios & Grow Clients
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-29
Listing for:
Fayette Chamber of Commerce
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Truist Financial Corporation seeks an experienced Financial Advisor to provide investment guidance in a virtual environment and manage an assigned book of business from Atlanta, GA. You will uncover client needs, propose holistic financial solutions, and ensure compliance with regulations and the company code of conduct.
The role requires 6–10 years in retail brokerage, strong sales and presentation skills, and Series 7/66 licenses with insurance licenses for various products.
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