Virtual Financial Advisor: Build Portfolios & Grow Clients

Fayette Chamber of Commerce • Full-time • Atlanta, GA • 3d ago

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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