Financial Consultant, Truist Investment Services, Taylors, SC

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

Provide consultative support to Financial Advisors and help meet client needs through analyzing goals, risk tolerance, and implementing appropriate investment products and services. Source prospective clients via external networking and internal referrals, assist with trades and account issues, and support client relationship management and presentations. Ensure adherence to Truist standards and FINRA and other regulatory requirements while helping drive revenue growth for the advisor team.

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Truist Financial
Truist Financial
2 days ago

Financial Consultant, Truist Investment Services, Taylors, SC

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Job Summary

Provide consultative support to Financial Advisors and help meet client needs through analyzing goals, risk tolerance, and implementing appropriate investment products and services. Source prospective clients via external networking and internal referrals, assist with trades and account issues, and support client relationship management and presentations. Ensure adherence to Truist standards and FINRA and other regulatory requirements while helping drive revenue growth for the advisor team.
Location: United States
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 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, relationship reviews, and client service initiatives.
  • •Support securities and insurance sales by executing opportunities from external networking and internal referrals, while adhering to professional and ethical standards and regulatory requirements.

Pay and Benefits

Perks:Health InsuranceDentalVision401k

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 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.
  • •Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills, with organized and self-motivated work style.
Experience:4+ yearsSecurities industry
Education:Bachelor's
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:State health insurance licenseState life insurance license
Certifications: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