Truist

Financial Advisor - Investment Services Group

Financial Advisor

Bachelor's degree in Business/Finance/Accounting or related field; FINRA Series 7 and 66 licenses; state health and life insurance licenses; securities sales and client relationship experience; proficient in Microsoft Office.

Bachelor's in Business/Finance or related field; FINRA Series 7 and 66; state health and life licenses; sales and client relationship experience; proficiency with Microsoft Office.

Wealth Advisor III - Atlanta

Wealth Advisor III

Bachelor's degree; FINRA Series 7, Series 66, SIE; Life/Health/Variable licenses; 8+ years wealth management sales and client management; strong credit and product knowledge; team-oriented; MS Office proficiency; SAFE Mortgage licensing; NMLS background check.

Wealth Advisor III - Dallas / Fort Worth

Wealth Advisor

8+ years of sales and client management in wealth management; Series 7/66/SIE, Life/Health/Variable licenses; strong credit and investment knowledge; SAFE mortgage licensing; bachelor's degree.

Wealth Advisor III - Houston / Austin

Bachelor’s degree; 8+ years wealth management sales; FINRA Series 7/66/SIE; Life, Health, and Variable licenses; strong client management; advanced credit and product knowledge.

Wealth Advisor III - Miami

8+ years wealth management sales and client management; Series 7/66/SIE and Life/Health/Variable licenses; bachelor's degree; strong new business and relationship skills.

Wealth Advisor III - Orlando

Bachelor's degree; FINRA licenses (Series 7, 66, SIE) and life/health/variable licenses; 8+ years wealth management sales; strong relationship management; advanced credit knowledge; MS Office; SAFE Mortgage Licensing.

Wealth Advisor III - Palm Beach / Boca Raton

Bachelor's degree; 8+ years wealth management sales/relationship experience; FINRA licenses (Series 7/66/SIE) and Life/Health/Variable licenses; SAFE/Mortgage licensing; strong credit and product knowledge.

Title	Location	Date
Financial Advisor - Investment Services Group Full Time Germantown or Southaven or Bartlett · Onsite	Germantown or Southaven or Bartlett Onsite	Feb 19, 2025
Financial Advisor - Investment Services Group Full Time Hendersonville, Tennessee, United States · Onsite	Hendersonville, Tennessee, United States Onsite	Feb 19, 2025
Wealth Advisor III - Atlanta Full Time · 8+ YOE Atlanta, Georgia, United States · Onsite	Atlanta, Georgia, United States Onsite	Feb 19, 2025
Wealth Advisor III - Dallas / Fort Worth Full Time · 8+ YOE Dallas or Fort Worth · Onsite	Dallas or Fort Worth Onsite	Feb 19, 2025
Wealth Advisor III - Houston / Austin Full Time · 8+ YOE Houston or Austin · Onsite	Houston or Austin Onsite	Feb 19, 2025
Wealth Advisor III - Miami Full Time · 8+ YOE Miami, Florida, United States · Onsite	Miami, Florida, United States Onsite	Feb 19, 2025
Wealth Advisor III - Orlando Full Time · 8+ YOE Orlando, Florida, United States · Onsite	Orlando, Florida, United States Onsite	Feb 19, 2025
Wealth Advisor III - Palm Beach / Boca Raton Full Time · 8+ YOE Fort Lauderdale or Jupiter · Onsite	Fort Lauderdale or Jupiter Onsite	Feb 19, 2025

Activities	Consumer BankingCommercial BankingInvestment ServicesMortgage LendingWealth Management
Headquarters	US
Industries	BankingFinancial Services
Name	Truist
Employees	55,000
Type	Public
Subsidiaries	Truist BankTruist SecuritiesTruist Wealth
Tagline	Offers personal banking, business lending, and investment management services.
Founded	2,019
Website	truist.com
Stock Exchange	NYSE
Stock Symbol	TFC

Truist

About Truist