Financial Consultant, Truist Investment Services, Winter Park, FL

Provide consultative sales and technical support to Financial Advisors and help meet client needs by analyzing goals, objectives, and risk tolerance. Support client relationships with counsel, advice, and ongoing service initiatives, including trades, research, and issue resolution. Source prospective clients through networking and referrals, help advisors deliver client presentations, and support securities and insurance sales while adhering to Truist and FINRA regulatory standards.