Financial Advisor, Truist Investment Services, McLean, VA

Regular or Temporary:
Regular. Language Fluency:
English (Required).

Work Shift:

1st shift (United States of America).

This position involves actively sourcing, deepening, growing, and retaining client relationships by providing distinctive and personalized investment advice covering a wide range of products and solutions driven by clients' individual goals, risk tolerances, and best interests. The role advises clients and prospective clients on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the clients' needs.

Required Qualifications

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

Preferred Qualifications

• Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
• Banking experience helpful.

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Eligible teammates (working 20 hours or more per week) also receive at least 10 days of vacation (prorated based on hire date and full‑time or part‑time status) and 10 sick days (also prorated), along with paid holidays. Depending on the position and division, this role may be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E‑Verify IER Right to Work.