Truist
Truist

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Truist Jobs Information

Do workers at Truist get paid breaks?

Yes. Most people get paid breaks.
67% of people say they get paid breaks.
Based on data from 39 people who took the Breakroom Quiz between April 2025 and April 2026.

Does Truist pay people when they’re sick?

Yes. Most people get paid when they’re sick.
96% of people say they would get paid if they were sick but scheduled to work.
Based on data from 56 people who took the Breakroom Quiz between May 2025 and May 2026.

At Truist, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
75% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 53 people who took the Breakroom Quiz between May 2025 and May 2026.

Is the health insurance from Truist affordable enough for their workers?

Most people say the health insurance costs are okay.
89% of people say the health insurance costs are okay
Based on data from 53 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get paid time off at Truist?

Most people get paid time off work.
96% of people say they get paid time off.
Based on data from 56 people who took the Breakroom Quiz between May 2025 and May 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 22% of people with changing schedules find out their shifts one week or less ahead of time.
  • 19% of people with changing schedules find out their shifts two weeks ahead of time.
  • 44% of people with changing schedules find out their shifts three weeks ahead of time.
  • 16% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 32 people who took the Breakroom Quiz between December 2024 and April 2026.

Do workers at Truist worry about hours?

Most people don’t worry about getting enough hours.
95% of people report they don’t worry about getting enough hours.
Based on data from 58 people who took the Breakroom Quiz between November 2024 and April 2026.

Do Truist workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
41% report that they don’t have enough control over which shifts they work.
Based on data from 49 people who took the Breakroom Quiz between November 2024 and April 2026.

How easy is it for Truist workers to change shifts?

Some people find it hard to change shifts.
37% of people report that it’s hard to change shifts if they need to.
Based on data from 41 people who took the Breakroom Quiz between November 2024 and February 2026.

How easy is it to get time off at Truist?

Most people find it easy to get time off.
88% of people report it’s easy to get time off.
Based on data from 51 people who took the Breakroom Quiz between May 2025 and May 2026.

Do Truist managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
91% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 64 people who took the Breakroom Quiz between November 2024 and April 2026.

Do jobs at Truist spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
14% of people report that their job takes up time that they don’t get paid for.
Based on data from 65 people who took the Breakroom Quiz between November 2024 and April 2026.

How easy is it to take sick days at Truist?

Most people find it easy to take sick days.
76% of people report that it’s easy to take time off if they are sick.
Based on data from 51 people who took the Breakroom Quiz between May 2025 and May 2026.

Is working at Truist good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
76% of people who care for a child or other relative report this is a good place to work.
Based on data from 46 people who took the Breakroom Quiz between December 2024 and May 2026.

Do people at Truist feel treated with respect by their managers?

Most people feel treated with respect by their managers.
89% of people say they’re treated with respect by their managers.
Based on data from 46 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at Truist get to take their breaks without interruption?

Most people get breaks without interruption.
82% of people report that they get to take their breaks without interruption.
Based on data from 50 people who took the Breakroom Quiz between May 2025 and May 2026.

Is it stressful to work at Truist?

Most people feel stressed out here.
68% of people say they often feel stressed out at work.
Based on data from 53 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at Truist enjoy their jobs?

Most people enjoy their job.
75% of people report they enjoy their job.
Based on data from 44 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at Truist recommend working with their team?

Only some people recommend working with their team.
39% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 56 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get enough training when they start at Truist?

Some people didn’t get enough training when they started.
37% of people report they didn’t get enough training when they started working here.
Based on data from 51 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get support to advance at Truist?

Most people are given support to advance their career here.
In the last year, 67% of people report being given support to advance their career here.
Based on data from 43 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people think Truist’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
85% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 52 people who took the Breakroom Quiz between April 2025 and April 2026.

Do workers feel well informed about how Truist is doing?

Most people feel well informed about how the company is doing.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 49 people who took the Breakroom Quiz between May 2025 and May 2026.
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Financial Advisor, Truist Investment Services, Panama City, FL

Financial Advisor, Truist Investment Services, Panama City, FL

Truist

Panama City, FL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago


Truist rating

8.3

Company rating: 8.3 out of 10

Based on 109 frontline employees who took The Breakroom Quiz

34th of 141 rated banks


Job description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)Please review the following job description: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.
2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
3. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
4. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
5. Lead overall client relationship management strategies to deepen client connections and loyalty.
6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
7. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
8. Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
9. Conduct investment product educational seminars for clients and prospects.
10. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
3. Applicable state health and life insurance licenses.
4. Securities sales and client relationship management experience
5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
6. Competent skills in Microsoft Office software products
Preferred Qualifications:
1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
2. Banking experience helpful

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work


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About Truist

Sourced by ZipRecruiter

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

2019