Financial Consultant, Truist Investment Services, Orlando, FL

Truist Bank • Orlando, FL

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About The Position

The Financial Consultant provides consultative, sales, and technical support to one or more Financial Advisors. The role works closely with Financial Advisors to serve current clients and source prospective clients, while contributing leadership to the team’s strategic planning and execution of its value proposition to clients.

The position participates in setting the Financial Advisor team’s strategic direction to increase revenue; consults with clients and prospective clients about their goals, objectives, and risk tolerance; and helps determine and implement suitable investment products and services. It also supports client trades, information requests, research, and account issues; provides ongoing relationship management, counsel, reviews, and service initiatives; helps prepare and deliver client presentations and engagements; and supports securities and insurance sales through networking and internal referrals. The role must follow the professional and ethical standards of 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 Series 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.

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 those products and services 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 profitable securities and insurance sales by pursuing 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
• 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, possible 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