Client Advisory Center (CAC) Financial Advisor

Welcome to Truist Financial's Client Advisory Center (CAC)! We are currently seeking a highly motivated and experienced Financial Advisor to join our team and provide exceptional service to our clients. As a CAC Financial Advisor, you will have the unique opportunity to work directly with clients, providing them with personalized financial advice and guidance to help them achieve their financial goals. We are looking for someone who is passionate about helping others, has a strong understanding of financial planning and investment strategies, and thrives in a fast-paced and dynamic environment. If you are a dedicated and driven individual who is committed to delivering top-notch financial solutions, we encourage you to apply for this exciting opportunity.

1. Provide exceptional customer service to clients by actively listening and understanding their financial goals and needs.
2. Offer personalized financial advice and guidance to clients to help them achieve their financial goals.
3. Develop and maintain strong relationships with clients through regular communication and follow-up.
4. Stay up-to-date on industry trends and changes in the financial market to provide clients with the most relevant and accurate information.
5. Conduct thorough financial analyses for clients to determine their risk tolerance, investment objectives, and overall financial health.
6. Collaborate with other team members to develop and implement effective financial strategies for clients.
7. Meet and exceed sales targets through proactive client outreach and effective sales techniques.
8. Ensure compliance with all industry regulations and company policies.
9. Continuously strive to improve and enhance the client experience by providing innovative solutions and suggestions.
10. Act as a brand ambassador for Truist Financial by representing the company with professionalism and integrity at all times.

According to JobzMall, the average salary range for a Client Advisory Center (CAC) Financial Advisor in Atlanta, GA, USA is $50,000-$70,000 per year. This may vary depending on factors such as the specific company, level of experience, and education of the individual.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.