Financial Consultant, Truist Investment Services, Clearwater. FL

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: SalesExperience: 4+ yearsEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management"]

Provide consultative support to one or more Financial Advisors by analyzing clients’ goals, objectives, and risk tolerance to recommend and implement suitable investment products and services. Assist with trades, research, and account issues, and help manage ongoing client relationships. Support advisor growth through external networking and internal referrals, participate in client presentations, and help execute the advisor team’s strategic plan while adhering to FINRA and other regulatory requirements.

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Truist Financial
Truist Financial
2 months ago

Financial Consultant, Truist Investment Services, Clearwater. FL

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Last checked: 14 hours agoStatus: Live

Job Summary

Provide consultative support to one or more Financial Advisors by analyzing clients’ goals, objectives, and risk tolerance to recommend and implement suitable investment products and services. Assist with trades, research, and account issues, and help manage ongoing client relationships. Support advisor growth through external networking and internal referrals, participate in client presentations, and help execute the advisor team’s strategic plan while adhering to FINRA and other regulatory requirements.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Contribute to the strategic direction of the Financial Advisor team to increase revenue.
  • •Consult clients and prospective clients to analyze goals, objectives, and risk tolerance, then 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, relationship reviews, and client service initiatives.
  • •Assist with preparation for and delivery of client presentations and engagements, and execute opportunities from networking and internal referrals to support advisor sales.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401k

Key Requirements

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