Financial Services Professional
4 weeks ago
As a Financial Services Professional at Truist Financial, you will be responsible for providing distinctive and personalized investment advice to clients, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances, and best interests.
Key responsibilities include:
- Advising clients and prospective clients on financial strategies and solutions that best meet their needs.
- Delivering personalized investment solutions to help clients work toward their long-term financial goals.
- Developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
- Utilizing a consultative sales process to partner with clients to review investment plans on a regular basis.
- Properly recording transactions and inquiries, and ensuring customer files are correctly completed and maintained to conform to regulatory policies.
- Establishing strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
- Conducting investment product educational seminars for clients and prospects.
- Adhering to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
Requirements include:
- Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
- Competent skills in Microsoft Office software products.
- Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
- Banking experience helpful.
Truist Financial Corporation offers a range of benefits to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation and 10 sick days, as well as paid holidays. 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.
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.
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