Financial Advisor, Truist Investment Services, Ocala, FL - Truist Financial Corporation : Job Details

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 .. 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 opportunitie...Financial Advisor, Investment, Financial, Insurance Sales, Advisor, Client Relations