Financial Consultant, Truist Investment Services, Tampa, FL

Provide consultative, sales, and technical support to Financial Advisors while partnering to meet client needs and source prospective clients. Analyze client goals, objectives, and risk tolerance to recommend investment products and services, and assist with trades and account questions. Support ongoing client relationship management, help deliver client presentations, and execute external networking and internal referrals to grow securities and insurance sales, while adhering to FINRA and other regulatory standards.