Truist Financial

2 weeks ago

Financial Consultant, Truist Investment Services, Ponte Vedra Beach, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Provide consultative sales and technical support to Financial Advisors and their clients, partnering with advisors to analyze client goals and risk tolerance and recommend appropriate investment products and services. Support clients with trades, requests for information, research, and account issues. Manage client relationships through ongoing counsel, reviews, and service initiatives, while sourcing prospective clients and helping drive revenue through networking and referrals.

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 suitable 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 advisor sales growth by executing opportunities from external networking and internal referrals, and participate in client presentations.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 supported advisors.
•Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills, with motivation and organization.

Experience:Securities industry

Education:Bachelor's in Business, Accounting, Finance or Banking

Skills:OrganizedSelf-motivatedAnalytical skillsProblem-solvingRelationship 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

Website LinkedIn

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Truist Financial

2 weeks ago

Financial Consultant, Truist Investment Services, Ponte Vedra Beach, FL

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

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 suitable 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 advisor sales growth by executing opportunities from external networking and internal referrals, and participate in client presentations.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

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 supported advisors.
•Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills, with motivation and organization.

Experience:Securities industry

Education:Bachelor's in Business, Accounting, Finance or Banking

Skills:OrganizedSelf-motivatedAnalytical skillsProblem-solvingRelationship 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

Website LinkedIn