Advisor Support and Growth Consultant

Truist Financial; Colonial Hills (SC); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation and holidays

Job summary

Truist Financial in South Carolina seeks a professional to provide consultative, sales and technical support to one or more Financial Advisors, helping meet client needs and actively sourcing prospects. You will aid in strategy and execution of the team's value proposition to clients.

Successful candidates will have a Bachelor’s in Business/Finance, 4 years of professional experience including securities, FINRA Series 7 and 66 licenses, and state health and life insurance licenses, with strong

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking or equivalent education/experience.
• 4 years professional experience including 1 year in the securities industry.
• FINRA Series 7 and 66 licenses.
• Applicable state health and life insurance licenses.
• Strong analytical, problem-solving, interpersonal, persuasion and relationship management skills.
• Proficiency in Microsoft Office software.

Responsibilities

• Provide consultative, sales and technical support to Financial Advisors.
• Analyze goals, objectives and risk tolerance to match clients with investment products.
• Assist clients with trades, information requests and account issues.
• Provide client relationship management support including reviews and service initiatives.
• Assist in client presentations and engagements.
• Support advisor profitability by leveraging referrals and opportunities identified externally.

Skills

Organization

Analytical skills

Interpersonal skills

Persuasion

Relationship management

Microsoft Office

Education

Bachelor's degree in Business, Accounting, Finance or Banking

4 years professional experience (including securities)

Tools

FINRA Series 7 & 66

Health & Life Insurance Licenses

Job description

Truist Financial in South Carolina seeks a professional to provide consultative, sales and technical support to one or more Financial Advisors, helping meet client needs and actively sourcing prospects. You will aid in strategy and execution of the team's value proposition to clients.

Successful candidates will have a Bachelor’s in Business/Finance, 4 years of professional experience including securities, FINRA Series 7 and 66 licenses, and state health and life insurance licenses, with strong