CAC Financial Advisor

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: SalesExperience: 6-10 yearsEducation: bachelorsSkills: ["Communication","Sales","Presentation","Organizational","Compliance"]

Provide investment advice in a virtual client environment using an assigned book of business. Consult with clients to uncover needs and deliver holistic financial management, demonstrating how investment solutions fit individual goals and building an investment strategy. Handle inbound calls, answer client questions, and leverage technology for client communication and portfolio strategy while ensuring compliance with regulations and the Truist Code of Conduct.

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Truist Financial
Truist Financial
3 days ago

CAC Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Provide investment advice in a virtual client environment using an assigned book of business. Consult with clients to uncover needs and deliver holistic financial management, demonstrating how investment solutions fit individual goals and building an investment strategy. Handle inbound calls, answer client questions, and leverage technology for client communication and portfolio strategy while ensuring compliance with regulations and the Truist Code of Conduct.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Handle inbound calls from clients independently while identifying sales opportunities and answering questions within set standards.
  • •Consult with clients to uncover needs and provide opportunities to add value through holistic financial management.
  • •Match investment solutions to individual client needs to build an investment strategy and investment portfolio.
  • •Leverage technology to interact with clients for communication, portfolio strategy, and display.
  • •Ensure business transactions and practices within the span of control comply with regulations and the Truist Code of Conduct.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveTravel Allowance

Key Requirements

  • •6-10 years of retail brokerage or securities industry experience.
  • •Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling.
  • •Demonstrated understanding of basic financial planning and asset allocation techniques and sufficient knowledge of essential systems to assist in trade execution.
  • •Series 7 and 66 (or equivalent) registrations; insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities, and Variable Annuities.
  • •Undergraduate degree in business, accounting, or related field.
Experience:6-10 yearsRetail brokerageSecurities industry
Education:Bachelor's in business, accounting, or related field
Skills:CommunicationSalesPresentationOrganizationalCompliance
Licenses:Life InsuranceHealth InsuranceFixed AnnuitiesVariable Annuities
Certifications:Series 7Series 66CFPCFACIMA
Languages:English

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