Full-Time

Financial Advisor

Truist Investment Services

Updated on 6/25/2026

Deadline 12/25/26
Truist Bank

Truist Bank

10,001+ employees

Offers integrated banking, lending, wealth management

No salary listed

Orlando, FL, USA

In Person

On-site in Orlando, FL; address 2304 Hillcrest Street.

Category
Finance & Banking (1)
Required Skills
Sales
Requirements
  • 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
Responsibilities
  • Deliver personalized investment solutions to help clients work toward their long-term financial goals.
  • Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
  • 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.
  • Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
  • Lead overall client relationship management strategies to deepen client connections and loyalty.
  • Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
  • Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
  • Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
  • Conduct investment product educational seminars for clients and prospects.
  • Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
Desired Qualifications
  • Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
  • Banking experience helpful

Truist provides banking, lending, and wealth management services to individuals, small businesses, and large corporations across the United States. It operates through integrated relationship management, offering personal and commercial banking, loan products, and advisory wealth services. Customers access deposits, loans, payment services, and investment advice, with revenue coming from interest on loans, banking fees, and advisory fees. The firm differentiates itself by delivering coordinated financial solutions across different client segments and by pursuing strategic partnerships and community initiatives to support local development. Its goal is to inspire and build better lives and communities by helping clients manage money, grow assets, and strengthen relationships with their bank.

Company Size

10,001+

Company Stage

IPO

Headquarters

Washington DC, District of Columbia

Founded

2018

Your Connections

People at Truist Bank who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Redemption of $1.5 billion in senior notes should lower funding costs.
  • Truist's high-growth market footprint supports cross-sell across lending, wealth, and payments.
  • Catherine Bessant's board appointment strengthens risk oversight during portfolio cleanup.

What critics are saying

  • Commercial real estate exposure threatens credit costs and capital if losses rise.
  • A September 2026 CEO handoff creates a long dual-command execution period.
  • Deposit competition and branch drag pressure funding stability and operating leverage.

What makes Truist Bank unique

  • Truist is a top-10 U.S. commercial bank with $549 billion in assets.
  • Michael Lyons brings Fiserv payments leadership and PNC acquisition experience.
  • Grandbridge's master servicing platform expands fee-based commercial real estate income.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

-3%

1 year growth

-3%

2 year growth

-3%
Investing.com
Jun 22nd, 2026
Blue Owl Technology Finance extends credit facility to $4B and pushes maturity to 2031

Blue Owl Technology Finance Corp has entered into a fourth amendment to its senior secured credit agreement, extending the revolver availability period from December 2028 to June 2030 and pushing the maturity date from December 2029 to June 2031. The revised agreement increases the accordion provision, allowing the total facility amount to reach up to $4.01 billion. The amendment also resets the minimum shareholders' equity test whilst reducing the swingline sublimit from $300 million to $200 million and the letter of credit sublimit from $200 million to $125 million. Truist Bank continues as administrative agent. The amendment, dated 16 June 2026, was disclosed in a recent SEC filing.

Truist
Jun 8th, 2026
Catherine Bessant joins Truist board of directors.

Catherine Bessant joins Truist board of directors. CHARLOTTE, N.C., June 8, 2026 /PRNewswire/ - Truist Financial Corporation (NYSE: TFC) announced today that its board appointed Catherine Bessant to join as a director. Bessant will serve on the board's risk committee. "We're delighted to welcome Cathy, with her deep experience in financial services and philanthropy to the Truist board of directors," said Truist Chairman and CEO Bill Rogers. "Cathy's impressive track record of purpose-driven leadership and successful digital, technology and operational transformation on a global scale will serve Truist, our teammates, clients and stakeholders well." Bessant, inducted into American Banker's "Most Powerful Women in Banking" Hall of Fame in 2020 after multiple years ranked number one for industry influence and execution, most recently served as CEO of Foundation For The Carolinas, one of the largest community foundations in the U.S. "I look forward to working alongside the Truist board to help advance the company's strategic direction and purpose to inspire and build better lives and communities," said Bessant. "I'm honored to join the board of such a great franchise in this exciting moment of industry transformation." Culminating a distinguished four-decade career at Bank of America, Bessant retired as vice chair, global strategy, and as a member of the company's executive management team. Prior to that, she was chief operations and technology officer, where she led the company's business continuity and information security strategies and policies. Earlier in her career, Bessant held numerous senior leadership roles, including president, global corporate banking; president, global product solutions and global treasury services; chief marketing officer; president, consumer real estate and community development banking; national small business segment executive; and president of the Florida market. Bessant serves on the board of directors of Zurich Insurance Group and is on the advisory board for - and a graduate of - the University of Michigan Ross School of Business. She's also the immediate past chair of the USA Field Hockey board of directors. Locally in the Queen City, she formerly chaired the North Tryon Vision Plan Advisory Committee and served as co-chair of the Charlotte-Mecklenburg Housing & Homelessness Strategy. About Truist Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank with total assets of $549 billion as of March 31, 2026. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. SOURCE Truist Financial Corporation For further information: Investor Relations, Brad Milsaps, [email protected]; Media Relations, Kyle Tarrance, [email protected]

Yahoo Finance
Apr 13th, 2026
Truist cuts Camping World price target to $14 amid weak RV sales

Camping World Holdings, Inc. (NYSE:CWH) received a Buy rating from Truist on 9 April, though the firm reduced its price target to $14 from $15. Analyst Michael Swartz noted North American RV retail revenues declined in the low-20% range in February, following a 10.8% drop in January. The company reported fourth-quarter 2025 adjusted EBITDA of $242.9 million, up over 35%, whilst posting a net loss of $105.6 million due to deferred tax asset changes. CEO Matthew Wagner highlighted 4% growth in same-store vehicle unit revenue and record market share exceeding 13%. Camping World finished 2025 with $215 million in cash and $1.472 billion in long-term debt, representing 5.7x net leverage. The company projects 2026 adjusted EBITDA between $275 million and $325 million.

Yahoo Finance
Apr 13th, 2026
Delek Logistics Partners (DKL) Secures $1.3 Billion Credit Facility

Delek Logistics Partners, LP (NYSE:DKL) is one of the MLP Stocks List: 20 Largest MLPs. On March 26, 2026, Delek Logistics Partners, LP (NYSE:DKL) announced it had secured a new $1.3 billion revolving credit agreement. Led by Truist Bank, the new credit facility allows the company to effectively refinance its existing debt. The facility matures […]

Stock Titan
Mar 27th, 2026
National Fuel Gas (NYSE: NFG) secures $1.3B credit line to 2031

National Fuel Gas Company secured a $1.3B unsecured revolving credit facility maturing in 2031, with rate spreads tied to credit ratings and a 0.65 debt-to-capitalization covenant.