Brokerage Financial Consultant & Client Advisor

Truist Wealth; Brentwood (TN); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid holidays

Vacation days

Job summary

Truist Wealth seeks a proactive advisor-support professional to partner with Financial Advisors, shaping client strategies and delivering service excellence. You will help analyze goals and risk, support trades, and foster relationships to grow revenue within a compliant, team-oriented environment.

Qualifications include a Bachelor's degree in business/finance, 4 years’ experience with securities, and FINRA Series 7 and 66, plus applicable licenses.

Qualifications

• Bachelor's degree or equivalent experience in business/finance/banking.
• 4 years professional experience with 1 year in securities.
• FINRA Series 7 and 66 required.
• State health and life insurance licenses matching advisor scope.
• Strong analytical, problem-solving, interpersonal and relationship skills.
• Proficient in basic computer applications including MS Office.

Responsibilities

• Support Financial Advisor team to increase revenue and meet client needs.
• Analyze client goals, risk tolerance and prepare suitable investment products.
• Assist clients with trades, information requests and account problems.
• Provide ongoing client relationship management and reviews.
• Prepare and deliver client presentations and engagements.
• Develop opportunities through networking and referrals to drive sales.
• Adhere to Truist, FINRA, and regulatory standards.

Skills

Analytical skills

Problem solving

Interpersonal skills

Persuasion

Relationship management

Education

Bachelor's degree in Business/Finance/Banking

FINRA Series 7

FINRA Series 66

Health and life insurance licenses

Tools

Microsoft Office

Job description

Truist Wealth seeks a proactive advisor-support professional to partner with Financial Advisors, shaping client strategies and delivering service excellence. You will help analyze goals and risk, support trades, and foster relationships to grow revenue within a compliant, team-oriented environment.

Qualifications include a Bachelor's degree in business/finance, 4 years’ experience with securities, and FINRA Series 7 and 66, plus applicable licenses.