Brokerage Financial Consultant

Truist Financial
Wilmington
Workplace: OnsiteFull timeFunction: SalesExperience: 4+ yearsEducation: bachelorsSkills: ["Organized","Self-motivated","Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management","Leadership"]

Provide consultative sales and technical support to Financial Advisors by analyzing clients’ goals, objectives, and risk tolerance to recommend suitable investment products and services. Help clients with trades, research, and account requests, support ongoing relationship management, and assist in client presentations. Contribute to the Financial Advisor team’s strategic direction and help drive revenue growth through external networking and internal referrals while ensuring compliance with FINRA and other regulations.

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Truist Financial
Truist Financial
1 month ago

Brokerage Financial Consultant

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Provide consultative sales and technical support to Financial Advisors by analyzing clients’ goals, objectives, and risk tolerance to recommend suitable investment products and services. Help clients with trades, research, and account requests, support ongoing relationship management, and assist in client presentations. Contribute to the Financial Advisor team’s strategic direction and help drive revenue growth through external networking and internal referrals while ensuring compliance with FINRA and other regulations.
Location: Wilmington
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Participate in establishing the Financial Advisor team’s strategic direction to increase revenue.
  • •Consult clients and prospective clients to analyze goals, objectives, and risk tolerance and implement appropriate investment products and services.
  • •Assist clients with trades, requests for information, research, and account problems.
  • •Provide client relationship management support, including ongoing counsel, advice, relationship reviews, and client service initiatives.
  • •Assist the advisor with developing and maintaining profitable securities and insurance sales through external networking and internal referrals.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysSick DaysPensionEquity

Key Requirements

  • •Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • •4 years professional experience, including 1 year of experience in the securities industry.
  • •FINRA Series 7 and 66.
  • •Applicable state health and life insurance licenses, with jurisdictional registrations matching the advisor(s) supported.
  • •Organized, self-motivated, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Experience:4+ yearsSecurities industryWealth and investment fields
Education:Bachelor's
Skills:OrganizedSelf-motivatedAnalyticalProblem-solvingInterpersonalPersuasionRelationship managementLeadership
Licenses:FINRA Series 7FINRA Series 66Health and life insurance licenses
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
WebsiteLinkedIn