Financial Consultant, Truist Investment Services, Daytona Beach, FL

Provide consultative sales and technical support to Financial Advisors and help meet client needs by analyzing goals, objectives, and risk tolerance. Assist with client trades, research, account questions, and relationship management, while supporting counsel, advice, and service initiatives. Contribute to team revenue growth through strategic direction, client presentations, and executing securities and insurance sales opportunities via networking and referrals, while adhering to FINRA and regulatory standards.