Financial Consultant, Truist Investment Services, Winter Park, FL

Truist Financial
United States
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Organized","Self-motivated","Analytical","Problem-solving","Relationship management"]

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.

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Truist Financial
Truist Financial
1 month ago

Financial Consultant, Truist Investment Services, Winter Park, FL

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

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.
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 by analyzing goals, objectives, and risk tolerance to recommend and implement suitable investment products and services.
  • •Assist clients with trades, requests for information, research, and account problems.
  • •Provide client relationship management support, including ongoing counsel, advice, relationship reviews, and service initiatives.
  • •Support securities and insurance sales through external networking and internal referrals, and participate in client presentations and engagements while meeting professional and ethical standards.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree in Business, Accounting, Finance or Banking (or equivalent education and related experience).
  • •4 years professional experience, including 1 year in the securities industry.
  • •FINRA Series 7 and 66.
  • •Applicable state health and life insurance licenses and jurisdictional registrations matching the supported advisor(s).
  • •Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Experience:Securities industry
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:OrganizedSelf-motivatedAnalyticalProblem-solvingRelationship management
Licenses:Health insurance licenseLife 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