1,000+ matching jobs for “Financial Advisor”

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Truist Financial

Premier Advisor - Conway, SC

Conway, South Carolina, United States

… conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Louisville, KY

Louisville, Kentucky, United States

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Nashville, TN

Nashville, Tennessee, United States

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Lakeland, FL

Lakeland, Florida, United States

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Orlando, FL

Orlando, Florida, United States

Added Nov 3, 2026

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LPL Financial Holdings

Financial Consultant - NBT Bank

Scranton PA

Full time
Regular

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment …

Added Nov 3, 2026

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Capital One Financial

Compliance Privacy Advisor, Manager

McLean, Virginia, United States +1 location

… upon the agreed upon number of hours to be regularly worked. McLean, VA: $151,900 - $173,400 for Compliance Advisor Manager Richmond, VA: $138,100 - $157,700 for Compliance Advisor Manager Candidates hired to work in other …

Added Oct 27, 2026

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Baker Hughes

Sales Advisor - Software Sales

CA-AB-OTHER ALBERTA

Full time

Engaging with ‘C’ level and key customer personas to promote the Cordant Solutions portfolio. Being a Trusted Advisor and Customer Champion, establishing partnership relationships with key clients. Developing, owning and …

Added Oct 27, 2026

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Marsh & McLennan

Senior Private Client Advisor

Minneapolis - South Seventh +7 locations

Pay posted by employer$66,000–$123,100

Company: Marsh McLennan Agency Description: Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a …

Added Oct 27, 2026

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Marsh & McLennan

Senior Private Client Advisor

New York - 350 Madison

Pay posted by employer$89,500–$166,900

Company: Marsh McLennan Agency Description: Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a …

Added Oct 27, 2026

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Elevance Health

Cybersecurity PCI Compliance Advisor

Atlanta, Georgia, United States +1 location

Full time
Regular

Information Security Advisor ( Cybersecurity PCI Compliance Advisor) Information Security Risk Management Hybrid 1: This role requires …

Added Oct 27, 2026

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TD Synnex

Advisor, Employee Relations

Clearwater, Florida, United States +1 location

Full time
Regular

… and professional development, and many more on-demand courses. Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance …

Added Nov 7, 2026

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Capital One Financial

Manager, Compliance Privacy Advisor

McLean, Virginia, United States

… upon the agreed upon number of hours to be regularly worked. McLean, VA: $151,900 - $173,400 for Compliance Advisor Manager Candidates hired to work in other locations will be subject to the pay range associated with that …

Added Oct 27, 2026

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Fiserv

Product Analysis - Advisor I

Jacksonville, Florida, United States

Full time
Regular

… all-inclusive and may be modified as necessary. Experience you'll need to have: 6+ years of experience in financial services with a focus on card processing, lending products or core banking systems. 6+ years of experience …

Added Nov 10, 2026

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Northern Trust

Senior Relationship / Trust Advisor

Vero Beach, Florida, United States

Full time
Regular

… for all relationship types. What Will Make You Successful in the Role Extensive knowledge of fiduciary and financial products and services, typically acquired through significant related work experience managing complex …

Added Oct 16, 2026

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Kyndryl Holdings

Service Desk Advisor

Bengaluru, Karnataka, India

In person

… your well-being and empowers you to grow. Our Be Well programs are thoughtfully designed to support your financial, mental, physical, and social health—because we know that when you feel your best, you do your best. From …

Added Oct 27, 2026

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Ovintiv

Senior Business Development Advisor

Calgary, Alberta, Canada

Full time
Regular

… potential acquisitions, partnerships and investment opportunities through comprehensive technical and financial due diligence processes. Utilize financial modeling techniques to assess project economics, evaluate risks …

Added Nov 5, 2026

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Cardinal Health

Advisor, Internal Audit - Finance

OH-Ohio-FIELD +12 locations

Pay posted by employer$82,100–$105,480

Advisor will be auditing financial and operational audit projects Assist in leading, managing and executing …

Added Oct 27, 2026

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Lennar

Director of Financial Reporting

Miami, Florida, United States

Director of Financial Reporting We Are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact …

Added Oct 27, 2026

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Visa

Risk Advisor, Lloyds Account

London, England, United Kingdom

As the Risk Advisor for Lloyds Banking Group (LBG), you will be central to developing and delivering on the risk strategy, …

Added Nov 6, 2026

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Truist Financial

Premier Advisor - Conway, SC

Conway, South Carolina, United States

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QUALIFICATIONS · employer excerpt

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 with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.2. Minimum of five years of financial services experience working with clients dealing…
Preferred Qualifications:1. Master’s degree in business, accounting, finance, or banking.2. Mass Affluent Banking experience.3. Completion or enrollment in professional level certification programs (preference in rank order): Certified…
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…
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…

1 more in the full description below.

About this opportunity

Original employer description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.

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. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).
4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners.
6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

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 with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications:

1.   Master’s degree in business, accounting, finance, or banking.
2.   Mass Affluent Banking experience.
3.   Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.
(CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®.

4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.

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.

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Keywords also found in description

Branch and Premier Banking Group

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