Brokerage Financial Consultant

Regular, full-time position. English fluency required. 1st shift (United States of America).

About the role

Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.

Responsibilities

• Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
• Consult with clients and prospective clients to analyze goals, objectives and risk tolerance, determining which investment products and services best meet the client's needs and implementing those products and services as appropriate.
• Assist clients with trades, requests for information, research, account problems, etc.
• Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
• Participate in the preparation for and delivery of client presentations and engagements.
• Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
• Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Requirements

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 licenses.
• 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.

Preferred Qualifications

• Willingness to pursue additional credentials in the wealth and investment fields.

Benefits

All regular teammates working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates receive no less than 10 days of vacation (prorated based on date of hire and full-time/part-time status) during their first year, along with 10 sick days (also prorated) and paid holidays. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.