CAC Financial Advisor

Truist • Orlando, FL

4d

About The Position

Provides investment advice in a virtual environment to clients, potentially managing an assigned book of business. The advisor handles client inquiries, consults with clients to uncover their needs, and explains how investment solutions can support their individual goals and portfolio strategy. The role uses technology for client communication, portfolio strategy, and display, and ensures business transactions and practices comply with applicable regulations and the Truist Code of Conduct. The advisor serves as a subject matter expert on bank and line-of-business products, researches moderately complex customer issues, interprets policies and procedures, and may act as a working leader. The role may include helping train less experienced Financial Advisors and collaborating in small groups with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals.

Requirements

• 6–10 years of retail brokerage or securities industry experience.
• Strong communication, sales, presentation, and organizational skills, emphasizing proactive outbound calling.
• Demonstrated understanding of basic financial planning and asset allocation techniques.
• Sufficient knowledge of essential systems to assist with trade execution.
• Knowledge of essential systems, policies and procedures, investment products and services, basic financial planning, and asset allocation techniques.
• Series 7 and Series 66 or equivalent registrations.
• Insurance licenses required to sell life insurance, health insurance, fixed annuities, and variable annuities.
• Undergraduate degree in business, accounting, or a related field.
• English fluency.

Nice To Haves

• MBA, CFP, CFA, or CIMA.

Responsibilities

• Handle inbound client calls independently while identifying sales opportunities.
• Answer client questions within established standards.
• Consult with clients to uncover needs and provide value through holistic financial management.
• Explain how investment solutions match clients’ individual needs and help build investment strategies.
• Use technology to communicate with clients and support portfolio strategy and display.
• Ensure business transactions and practices within the role’s span of control comply with regulations and the Truist Code of Conduct.
• Serve as a subject matter expert on bank and line-of-business products.
• Research moderately complex customer issues and interpret policies and procedures; may act as a working leader.
• Assist with training less experienced Financial Advisors in the role’s area of expertise.
• Work in small groups with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals.
• May manage an individual book of business.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior