Financial Consultant, Truist Investment Services, Tampa, FL

Truist Financial
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 4+ yearsEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management","Organized","Self-motivated"]

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.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 month ago

Financial Consultant, Truist Investment Services, Tampa, FL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

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.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Help establish the strategic direction of the Financial Advisor team to increase revenue.
  • •Consult clients and prospective clients by analyzing goals, objectives, and risk tolerance to implement suitable investment products and services.
  • •Assist clients with trades, information requests, research, and account problems.
  • •Provide client relationship management support, including ongoing counsel, relationship reviews, and client service initiatives.
  • •Prepare for and deliver client presentations, and execute networking and internal referral opportunities to support securities and insurance sales.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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 of experience in the securities industry.
  • •FINRA Series 7 and 66.
  • •Applicable state health and life insurance licenses and jurisdictional registrations aligned with the supported advisor(s).
  • •Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Experience:4+ years
Education:Bachelor's in Business, Accounting, Finance or Banking
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship managementOrganizedSelf-motivated
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