Truist Financial

1 week ago

Financial Consultant, Truist Investment Services, Lakeland, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Provide consultative sales and technical support for Financial Advisors while helping meet current clients’ needs and actively sourcing prospective clients. Analyze client goals, objectives, and risk tolerance to recommend and implement investment products and services. Support clients with trades, account issues, and research, manage ongoing client relationships, and help deliver client presentations. Ensure adherence to Truist, FINRA, and other regulatory and ethical standards.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Help establish the Financial Advisor team’s strategic direction to increase revenue.
•Consult clients and prospective clients to assess goals, objectives, and risk tolerance and implement suitable investment products and services.
•Assist with client trades, information requests, research, and account problems.
•Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and service initiatives.
•Assist in preparing for and delivering client presentations and engagements.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityAccidental Death401kPensionEquityPaid LeavePaid HolidaysRetirement Savings

Key Requirements

•Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
•4 years of professional experience, including 1 year in the securities industry.
•FINRA Series 7 and 66.
•State health and life insurance licenses and registrations matching the supported advisor(s).
•Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills; organized and self-motivated.

Experience:4+ yearsSecurities industry

Education:Bachelor's

Skills:Analytical skillsProblem-solvingInterpersonal skillsPersuasionRelationship management

Licenses:State health insurance licenseState life insurance license

Certifications:FINRA Series 7FINRA Series 66

Languages:English

Tech Stack:Microsoft Office

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn

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Truist Financial

1 week ago

Financial Consultant, Truist Investment Services, Lakeland, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Help establish the Financial Advisor team’s strategic direction to increase revenue.
•Consult clients and prospective clients to assess goals, objectives, and risk tolerance and implement suitable investment products and services.
•Assist with client trades, information requests, research, and account problems.
•Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and service initiatives.
•Assist in preparing for and delivering client presentations and engagements.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityAccidental Death401kPensionEquityPaid LeavePaid HolidaysRetirement Savings

Key Requirements

•Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
•4 years of professional experience, including 1 year in the securities industry.
•FINRA Series 7 and 66.
•State health and life insurance licenses and registrations matching the supported advisor(s).
•Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills; organized and self-motivated.

Experience:4+ yearsSecurities industry

Education:Bachelor's

Skills:Analytical skillsProblem-solvingInterpersonal skillsPersuasionRelationship management

Licenses:State health insurance licenseState life insurance license

Certifications:FINRA Series 7FINRA Series 66

Languages:English

Tech Stack:Microsoft Office

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn