- Company: Truist
- Location: Reston, Fairfax County
- Full Time
- Reston, Fairfax County
- Apply on company site
Truist at a glance
truist.com- Founded 1872
- Employees 30000
- Ticker BBT
- Revenue (FY2025) $29.95M
- Net income $90.27M
Investor research: Yahoo Finance · SEC filings
Source: Wikipedia
Join Truist as a Financial Advisor in our Reston, Fairfax County office. This full-time position offers the opportunity to work with clients across diverse financial planning needs, leveraging Truist Investment Services' comprehensive resources and market expertise to build meaningful wealth-management relationships.
About the Role
As a Financial Advisor with Truist Investment Services in Reston, you'll be the trusted partner guiding clients through financial decisions. You'll combine personalized advice with access to a broad suite of investment and planning tools, helping individuals and families align their money with their priorities.
What You'll Do
- Meet with clients to understand financial goals, risk tolerance, and time horizons
- Develop customized investment strategies and financial plans
- Recommend appropriate products and services from Truist's investment platform
- Monitor client portfolios and adjust strategies as circumstances evolve
- Build and maintain a client base through relationship management and referrals
- Stay current on market conditions, economic trends, and regulatory changes
- Collaborate with other specialists—tax advisors, estate planners, and lending professionals—to deliver comprehensive guidance
What We're Looking For
- Series 7 and Series 65 (or equivalent) licenses, or willingness to obtain them
- Experience in financial advisory, wealth management, or related investment roles
- Strong understanding of investment products, asset allocation, and financial planning principles
- Excellent communication skills and ability to translate complex concepts for diverse clients
- Genuine interest in understanding clients' objectives and building long-term relationships
- Demonstrated business development capability and comfort with client prospecting
- Organized, detail-oriented, and committed to compliance and ethical standards
About Truist
Truist is a purpose-driven financial services organization serving clients across the United States. We combine banking, wealth management, and insurance to help individuals and businesses thrive at every life stage.
How to Apply
To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
To apply for this job please visit www.adzuna.com.
Explore Truist online
What people say about Truist
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Recent news
- Calls of the Day: Truist Financial, ASML Holding and ServiceTitan - CNBC
- Truist Financial (TFC) Joins Defensive Indexes, Is The Stock Still Undervalued? - Yahoo Finance
- Truist Financial Reaffirms Their Hold Rating on Paccar (PCAR) - The Globe and Mail
- Billion-Dollar Truist Team Joins Wells FiNet Practice Merritt Point in Florida - AdvisorHub
- Truist announces Michael P. Lyons as incoming CEO - PR Newswire
Aggregated from public discussions and news; opinions are the authors’ own.
Working in Reston, Fairfax County
Weather right now in Reston, Fairfax County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind:
Virginia, officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States between the Atlantic Coast and the Appalachian Mountains. It borders Kentucky to the west, Tennessee to the south-west, North Carolina to the south, West Virginia to the north-west, and Maryland to the north. The state's capital is Richmond and its most populous city is V
Nearby history: Bowman, A. Smith, Distillery, listed 1999 (742m away) — via National Register of Historic Places
Typical climate: average high 64°F / low 48°F year-round (summers around 83°F, winters around 29°F) — via NOAA 1991-2020 Normals
- Elevation 114m (374 ft)
Source: Wikipedia (state)
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Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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