Financial Consultant, Truist Investment Services, York, PA

Truist Bank • West Manchester Township, PA

5d

About The Position

The Financial Consultant provides consultative, sales, and technical support to one or more Financial Advisors, working closely with them to serve current clients and source prospective clients. The role also provides leadership to the Financial Advisor team, contributing to short- and long-term strategic planning and execution of the team's value proposition to clients.

The Financial Consultant helps clients and prospective clients assess their goals, objectives, and risk tolerance; recommends and implements suitable investment products and services; assists with trades, research, information requests, and account issues; and supports ongoing client relationships through counsel, reviews, and service initiatives. The role also supports client presentations and engagements and helps the Advisor develop securities and insurance sales through networking and referrals. The position requires adherence to Truist, FINRA, and other regulatory standards.

Requirements

• Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
• 4 years of 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 those of the supported advisor(s).
• Organized and self-motivated, 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 establishing the Financial Advisor team's strategic direction to increase revenue.
• Consult clients and prospective clients to analyze goals, objectives, and risk tolerance, determine suitable investment products and services, and implement them as appropriate.
• Assist clients with trades, information requests, research, and account problems.
• Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and client service initiatives.
• Assist in preparing for and delivering client presentations and engagements.
• Help the Advisor develop and maintain profitable securities and insurance sales by acting on opportunities identified through external networking and internal referrals.
• Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

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 as applicable
• 10 sick days, prorated as applicable
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

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