Brokerage Financial Consultant

Job Opportunity at Truist Financial Corporation

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.

Essential Duties and Responsibilities:

1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
2. Consults clients and prospective clients with a focus on analyzing goals, objectives, and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
3. Assist clients with trades, requests for information, research, account problems, etc.
4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and client service initiatives.
5. Participate in the preparation for and delivery of client presentations and engagements.
6. 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.
7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

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

Truist is an Equal Opportunity Employer that does not discriminate on the basis of any protected classification. Truist is a Drug Free Workplace.