Financial Consultant, Truist Investment Services, Ft. Lauderdale, FL

Truist • Fort Lauderdale, FL

3d • Onsite

About The Position

The Financial Consultant provides consultative, sales, and technical support to one or more Financial Advisors. This role works closely with Financial Advisors to meet the needs of current clients and actively sources prospective clients. The position also provides leadership to the Financial Advisor team, contributing to short and long-term strategic planning and the overall execution of the team's value proposition to clients.

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 that of the advisor(s) supported.
• Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Nice To Haves

• Willingness to pursue additional credentials in the wealth and investment fields.

Responsibilities

• Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
• Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
• Assist clients with trades, requests for information, research, account problems, etc.
• Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
• Participate in the preparation for and delivery of client presentations and engagements.
• Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
• Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Benefits

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• vacation
• sick days
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

What This Job Offers

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