Financial Consultant, Truist Investment Services, York, PA

Truist Bank • York, 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 meet the needs of current clients and source prospective clients. The role provides leadership to the Financial Advisor team and contributes to short- and long-term strategic planning and execution of the team's value proposition to clients.

The consultant helps clients and prospective clients assess their goals, objectives, and risk tolerance; identifies and implements suitable investment products and services; supports client account needs and relationship management; and assists the Advisor with developing securities and insurance sales. The role must follow professional and ethical standards established by Truist, FINRA, and other regulatory bodies.

Requirements

• Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
• Four years of professional experience, including one year of experience in the securities industry.
• FINRA Series 7 and 66 licenses.
• 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.
• English language fluency.

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 with 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.
• Participate in preparing for and delivering client presentations and engagements.
• Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by acting on opportunities identified through external networking and internal referrals.
• Adhere to professional and ethical standards established by Truist, FINRA, and other regulatory bodies.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• 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
• Depending on the position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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