Financial Consultant, Truist Investment Services, Daytona Beach, FL
On-site · Daytona Beach, Florida, United States
Daytona Beach, Florida, United StatesOn-siteFull TimeMid LevelBachelors DegreeLarge
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Large
Job Summary
Provide consultative, sales and technical support to one or more Financial Advisors, collaborating to meet clients' needs and actively sourcing prospective clients. Lead and contribute to the strategic direction of the Financial Advisor team, deliver client presentations, assist with client trades and information requests, maintain client relationships, and support the growth of securities and insurance sales while upholding professional and regulatory standards.
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 with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills
- Proficiency in Microsoft Office software
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