Financial Consultant, Truist Investment Services, Tarpon Springs, FL

Regular, full-time position. Fluency in English required. 1st shift.

About the role

Provide consultative, sales, and technical support to one or more Financial Advisors, working closely with the team to meet the needs of current clients and actively source prospective clients. Contribute to the short- and long-term strategic planning and execution of the team’s value proposition.

Responsibilities

• Participate in establishing the strategic direction of the Financial Advisor team to increase revenue.
• Consult with clients and prospective clients to analyze goals, objectives, and risk tolerance; recommend and implement appropriate investment products and services.
• Assist clients with trades, information requests, research, and account issues.
• Provide client relationship management support, including ongoing counsel, relationship reviews, and service initiatives.
• Prepare for and deliver client presentations and engagements.
• Support the Advisor in developing and maintaining a profitable level of securities and insurance sales through external networking and internal referrals.
• Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
• 4 years of professional experience, including 1 year in the securities industry.
• FINRA Series 7 and 66 licenses.
• State health and life insurance licenses; jurisdictional registrations must match those of the advisor(s) supported.
• Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
• Proficiency in basic computer applications, such as Microsoft Office.

Preferred Qualifications

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

Benefits

All regular teammates working 20+ hours per week are eligible for benefits, with specific eligibility determined by division. Benefits include:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• At least 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year, plus 10 sick days and paid holidays.
• Depending on position and division: defined benefit pension plan, restricted stock units, and/or deferred compensation plan.