Financial Consultant, Truist Investment Services, New Smyrna Beach, FL

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

Provide consultative sales and technical support to Financial Advisors, partnering to meet clients’ goals through investment product and service recommendations. Support client trades, research, account and information requests, and deliver relationship management including ongoing counsel and reviews. Help prepare and present client engagements and execute sales opportunities via external networking and internal referrals, while adhering to FINRA and other regulatory standards.

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Truist Financial
Truist Financial
1 hour ago

Financial Consultant, Truist Investment Services, New Smyrna Beach, FL

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Last checked: 1 hour agoStatus: Live

Job Summary

Provide consultative sales and technical support to Financial Advisors, partnering to meet clients’ goals through investment product and service recommendations. Support client trades, research, account and information requests, and deliver relationship management including ongoing counsel and reviews. Help prepare and present client engagements and execute sales opportunities via external networking and internal referrals, while adhering to FINRA and other regulatory standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Participate in establishing the Financial Advisor team’s strategic direction 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, research, requests for information, and account problems.
  • •Provide client relationship management support, including ongoing counsel, relationship reviews, and client service initiatives.
  • •Prepare for and deliver client presentations and engagements, and support profitable securities and insurance sales through networking and internal referrals.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPensionRsusPaid 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 of experience in the securities industry.
  • •FINRA Series 7 and 66.
  • •Applicable state health and life insurance licenses; jurisdictional registrations must match the advisor(s) supported.
  • •Organized and self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Experience:4+ yearsSecurities industry
Education:Bachelor's in Business, Accounting, Finance, or Banking
Skills:OrganizedSelf-motivatedAnalyticalProblem-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
WebsiteLinkedIn