Brokerage Financial Consultant

Truist Financial
Tennessee
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management"]

Provide consultative sales and technical support to Financial Advisors and their clients by analyzing goals, risk tolerance, and implementing appropriate investment products and services. Support clients with trades, research, and account issues, deliver client presentations, and strengthen client relationships through ongoing counsel. Source prospective clients through external networking and internal referrals while helping the advisor team execute on a value proposition aligned with revenue growth. Ensure adherence to FINRA and regulatory requirements.

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Truist Financial
Truist Financial
3 months ago

Brokerage Financial Consultant

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Last checked: 14 hours agoStatus: Live

Job Summary

Provide consultative sales and technical support to Financial Advisors and their clients by analyzing goals, risk tolerance, and implementing appropriate investment products and services. Support clients with trades, research, and account issues, deliver client presentations, and strengthen client relationships through ongoing counsel. Source prospective clients through external networking and internal referrals while helping the advisor team execute on a value proposition aligned with revenue growth. Ensure adherence to FINRA and regulatory requirements.
Location: Tennessee
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Help establish the Financial Advisor team’s strategic direction to increase revenue.
  • •Consult clients and prospective clients on goals, objectives, and risk tolerance to recommend investment products and services.
  • •Assist clients with trades, requests for information, research, and account problems.
  • •Provide client relationship management support, including ongoing counsel, relationship reviews, and client service initiatives.
  • •Participate in preparing for and delivering client presentations and engagements; support profitable securities and insurance sales through networking and referrals.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

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 and jurisdictional registrations matching the advisor(s) supported.
  • •Organized and self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Experience:Securities industryWealth and investment fields
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:FINRA Series 7FINRA Series 66State health insurance licenseState life insurance license
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