Brokerage Financial Consultant
Company: Truist Financial Corporation
Location: Rockville
Posted on: June 14, 2022
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Job Description:
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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 team's 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 client's 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. Bachelor's 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.
Truist supports a diverse workforce and is an Equal Opportunity
Employer who does not discriminate against individuals on the basis
of race, gender, color, religion, national origin, age, sexual
orientation, gender identity, disability, veteran status or other
classification protected by law. Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision
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Keywords: Truist Financial Corporation, Rockville , Brokerage Financial Consultant, Professions , Rockville, Maryland
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