Financial Consultant, Truist Investment Services, Lexington, KY

Provide consultative, sales, and technical support to Financial Advisors while helping meet client needs and sourcing prospective clients. Analyze client goals, objectives, and risk tolerance to recommend investment products and services, assist with trades and account requests, and deliver client presentations. Support client relationship management through ongoing counsel and service initiatives, and help grow profitable securities and insurance sales while adhering to FINRA and other regulatory standards.