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Wealth Advisor: Client Portfolios & Relationships
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-01-02
Listing for:
Truist
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services firm in Richmond, VA is seeking a Financial Advisor to manage client relationships effectively. The role requires a Bachelor's degree and specific licenses (FINRA Series 7, 66). Responsibilities include conducting educational seminars, retaining clients, and maintaining sales. Candidates should possess strong organizational, analytical, and interpersonal skills to ensure client satisfaction. This full-time position offers a comprehensive benefits package and a supportive work environment.
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