Client Advisory Center

3 weeks ago

Orlando, Florida, United States Truist Financial Corporation Full time
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.

After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.

If you already have a profile with us, you can log in to check status.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:
Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value.

Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio.

Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.

The location for the position can sit in any of the following:
214 North Tryon Street, Charlotte, North Carolina

303 Peachtree Street, Atlanta, Georgia

7455 Chancellor Drive, Orlando, Florida

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.

Handles inbound calls from clients independently while looking for sales opportunities.

Answers client questions within set standards.

Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.


Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.

Leverage technology to interact with clients for communication, portfolio strategy, and display.

Responsible for ensuring that all business transactions and practices in the individuals span of control comply with all regulations and the Truist Code of Conduct

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.

  • 3+ years experience in retail brokerage or securities industry experience
  • Strong communications, sales and presentations skills and organizational skills with an emphasis on proactive outbound calling
  • Background and understanding of basic financial planning and asset allocation techniques
  • Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques
  • Sufficient knowledge of essential systems to assist in trade execution
  • Series 7, and 66 or equivalent registrations are required
  • Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities

Preferred Qualifications:
Undergraduate degree in business, accounting, or related field

MBA, CFP, CFA, CIMA

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 position.

Truist 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 Truist's generous benefit plans, please visit our Benefits site.

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.

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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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 Pay Transparency Nondiscrimination Provision E-Verify

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