Virtual Financial Advisor - Holistic Portfolio Strategy
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Finance & Banking
Financial Sales, Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Truist Financial Corporation in Atlanta seeks an experienced Financial Advisor to provide investment guidance in a virtual environment and manage an assigned book of business. You will consult with clients to uncover needs and tailor portfolios using a broad range of investment solutions.
The role requires 6–10 years in retail brokerage, strong communication and sales skills, and completion of Series 7 and 66 (or equivalent). A business degree is required; MBA/CFP/CFA/CIMA are preferred.
Our team is growing, and we are hiring a Virtual Financial Advisor - Holistic Portfolio Strategy in Atlanta, GA, United States.
The position is based in Atlanta, GA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
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