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Be ready for behavioral stories on trust, prospecting, and handling market stress; case-style suitability questions; and how you’d partner with branch teams. Know Truist’s post-merger scale and Investment Services focus.
Strong fit if you enjoy relationship-driven sales, regulated advice, and in-person work in Reston with a large regional bank platform—less so if you want pure remote or product-only desk work.
As a Financial Advisor in Truist Investment Services, expect client meetings on goals and risk, portfolio reviews, product suitability, and coordination with bank partners for deposits, credit, and wealth referrals. Days mix prospecting, compliance documentation, market check-ins, and follow-ups—not remote.
Build securities and insurance licensing where required, deep product knowledge, discovery and planning skills, CRM discipline, and ethics/compliance habits. Practice goal-based plans and clear risk explanations for retail and affluent clients.
No—the listing is for Reston, VA (remote flag 0), so plan on local, in-office client work.
It sits within Truist’s securities brokerage and wealth offering alongside the bank’s consumer and commercial franchise.
This enricher has no cert resource list for the role family; confirm Series/insurance needs with the posting and compliance.
Website: truist.com
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. Its bank operates 1,928 branches in 15 states and Washington, D.C., offering consumer, commercial, and investment banking, securities brokerage, asset management, mortgage, and insurance products and services. It is the tenth-largest bank in the United States, with $523 billion in assets.
Public cache only — not an employee review.
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 Ready to grow your career as a Financial Advisor in Reston? Apply through this listing to submit your resume and get started.
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