Financial Consultant, Truist Investment Services, Clearwater. FL

Provide consultative sales and technical support to Financial Advisors by advising on client needs, risk tolerance, and appropriate investment products and services. Actively source prospective clients, support account and research requests, and manage client relationships through ongoing counsel, relationship reviews, and service initiatives. Help deliver client presentations and help grow profitable securities and insurance sales through networking and internal referrals while adhering to FINRA and regulatory standards.