Client Advisory Center (CAC) Financial Advisor

Welcome to Truist Financial, a leading financial services company committed to helping our clients achieve their financial goals. We are currently seeking a highly motivated and experienced Financial Advisor to join our Client Advisory Center (CAC) team. Our CAC Financial Advisors play a crucial role in providing personalized financial advice and solutions to our clients. We are looking for individuals who are passionate about helping others, have a strong knowledge of financial markets, and possess excellent communication and interpersonal skills. If you are seeking a challenging yet rewarding career in the financial industry, we would love to have you on our team.

1. Provide personalized financial advice and solutions to clients.
2. Maintain a thorough understanding of financial markets and products.
3. Conduct in-depth financial assessments for clients to determine their goals and needs.
4. Develop and implement comprehensive financial plans for clients.
5. Stay up-to-date on industry trends and changes in regulations to ensure compliance.
6. Communicate complex financial information in a clear and understandable manner to clients.
7. Build strong relationships with clients and establish trust to foster long-term partnerships.
8. Collaborate with other team members and departments to provide seamless service to clients.
9. Continuously evaluate and improve processes to enhance the client experience.
10. Meet and exceed sales targets and performance metrics.
11. Adhere to company policies, procedures, and ethical standards.
12. Uphold the company's mission and values and serve as a brand ambassador.
13. Continuously develop and enhance knowledge and skills through training and professional development opportunities.
14. Act as a mentor and resource for junior team members.
15. Contribute to the overall success of the team and company through active participation and collaboration.

According to JobzMall, the average salary range for a Client Advisory Center (CAC) Financial Advisor in Winston-Salem, NC, USA is between $45,000 and $70,000 per year. This range may vary depending on factors such as experience, qualifications, and the specific company or organization the CAC Financial Advisor works for. Additionally, bonuses and commissions may also be included in the overall compensation for this role.

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.