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Investment Consultant, Truist Financial Services

2 months ago

Atlanta, Georgia, United States Truist Financial Full time
Position Overview:

This role is designed for those who are passionate about providing tailored investment guidance. The selected candidate will engage with clients to foster and enhance their financial journeys.

Key Responsibilities:
As an Investment Consultant, you will:

  • Offer customized investment strategies to assist clients in achieving their long-term financial aspirations.
  • Lead the Financial Consultant team in driving asset growth, sales, and exceptional service.
  • Build and sustain a profitable portfolio of securities and insurance sales through proactive networking and referrals, ensuring alignment with client interests.
  • Employ a consultative approach to regularly review and refine investment plans with clients.
  • Implement client relationship management strategies to strengthen connections and loyalty.
  • Accurately document transactions and inquiries, ensuring compliance with regulatory standards.
  • Stay informed about all products offered by Truist Wealth and fulfill continuing education requirements.
  • Collaborate with Wealth and Commercial teams to identify and meet unmet client financial needs.
  • Conduct educational seminars on investment products for clients and prospects.
  • Uphold professional and ethical standards as established by Truist and regulatory authorities.

Qualifications:
Required:
The ideal candidate will possess:

  • A Bachelor’s degree in Business, Finance, Accounting, or a related field.
  • FINRA Series 7 and 65 licenses.
  • Relevant state health and life insurance licenses.
  • Experience in securities sales and client relationship management.
  • Strong organizational, analytical, and interpersonal skills.
  • Proficiency in Microsoft Office applications.

Preferred:
Additional qualifications that are advantageous include:

  • Certifications such as Certified Financial Planner (CFP) or CIMA.
  • Experience in the banking sector.

Benefits Overview:
Eligible employees at Truist Financial Corporation enjoy a comprehensive benefits package, including medical, dental, vision, life insurance, and a 401k plan. Employees are entitled to a minimum of 10 vacation days and 10 sick days annually, along with paid holidays. For further details on benefits, please refer to the Truist Benefits site.

Truist is committed to fostering a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, religion, citizenship, age, sexual orientation, gender identity, disability, veteran status, or any other protected classification.

Truist maintains a Drug-Free Workplace.