Financial Services Consultant

2 days ago


Atlanta, Georgia, United States Truist Full time
Job Summary

We are seeking a highly skilled Financial Services Consultant to join our team at Truist. As a key member of our Financial Advisor team, you will provide consultative, sales, and technical support to our clients, working closely with our Financial Advisors to meet their needs and actively sourcing prospective clients.

Key Responsibilities
  1. Establish the strategic direction of the Financial Advisor team to increase revenue.
  2. Consult with clients and prospective clients to analyze their goals, objectives, and risk tolerance, and determine which investment products and services best meet their needs.
  3. Assist clients with trades, requests for information, research, account problems, and other issues.
  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.
Requirements
  1. Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
  2. 4 years of 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.
Benefits

As a regular teammate working 20 hours or more per week, you will be eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive no less than 10 days of vacation and 10 sick days during your first year of employment, along with 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. Truist is a Drug Free Workplace.



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