Financial Consultant, Truist Investment Services, Sarasota, FL

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Regular or Temporary :

Regular

Language Fluency : English (Required)

Work Shift :

1st shift (United States of America)

Please review the following job description :

JOB SUMMARY

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 teams value proposition to clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed both major and minor which are not mentioned below. Specific activities may change from time to time.

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 clients 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

Required Qualifications :

The requirements listed below are representative of the knowledge skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelors degree in Business Accounting Finance or Banking or equivalent education and related experience.

2. 4 years professional experience including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual with strong analytical problem-solving interpersonal persuasion and relationship management skills.

6. Demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications :

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

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation : All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and / or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work

Required Experience :

Contract

Key Skills

Anti Money Laundering,Dynamics AX,Editorial,Gems Jewellery,Accounts Reconciliation,Information Technology

Employment Type : Full-Time

Experience : years

Vacancy : 1