Financial Consultant, Truist Investment Services, Clearwater. FL
On-siteClearwater, Florida, United States
Job Summary
Provide consultative, sales, and technical support to Financial Advisors, analyzing client goals and risk tolerance to recommend and implement appropriate investment products. Assist with trades, account problems, and research while managing client relationships through ongoing counsel, reviews, and service initiatives. Participate in strategic direction planning, prepare client presentations, and execute sales opportunities via external networking and internal referrals. Adhere to professional and ethical standards set by Truist and FINRA. Requires a Bachelor's degree in Business, Finance, or Banking, four years of professional experience including one in securities, and FINRA Series 7 and 66 licenses.
Required Qualifications
- 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
- English (Required)
- 1st shift (United States of America)
Desired Qualifications
- Willingness to pursue additional credentials in the wealth and investment fields
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.