(0) - - Financial Advisor, Truist Investment Services, Philadelphia, PA Location Philadelphia, Pennsylvania, USA Category Wealth, Brokerage and Premier Posted Date 09/14/2026 Save Apply Now The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America) Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests. 4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies. 7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product educational seminars for clients and prospects. 10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills. 6. Competent skills in Microsoft Office software products

Preferred Qualifications:

1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. 2. Banking experience helpful General Description of Available Benefits for

Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. 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 Apply Now Save Get notified for similar jobs Sign up to receive job alerts Enter Email address (Required) Submit Get tailored job recommendations based on your interests. Get Started Life at Truist Culture Inspired by a common purpose, we strive every day to make things better for our clients, teammates, and stakeholders. Benefits Your job is only one part of a much larger picture. We've designed our benefits to support your whole life--both at work and away. Belonging Embracing belonging is fundamental to who we are and what we stand for. We boldly believe in the power of what we can achieve together. Truist Privacy Home Do not sell or share my personal information 214 North Tryon Street Charlotte, NC 28202 Your Rights Employment/Applicant Privacy Equal Opportunity Employer Information E-Verify Notice Family and Medical Leave Act Poster LA County Fair Chance Poster Polygraph Protection Poster Right to Work Notice Assistance for Persons with Disabilities Employment Eligibility Verification (I-9) and E-Verify Notice Notice to Recruiters follow us Separator Copyright © 2026 Truist Bank, Inc. Hi There! Are you interested in this job? Close chatbot notification I'm interested Similar Jobs