CAC Analyst II

Truist; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid holidays & vacation

Sick leave

Job summary

Truist is seeking a Wealth Management Analyst to participate in role rotations and provide investment guidance to clients. The position emphasizes helping clients uncover needs and craft investment portfolios using a broad range of solutions.

Based in a 1st shift in the United States, the analyst will obtain necessary securities registrations and licenses within 160 days and ensure all activities comply with regulations and Truist's Code of Conduct.

Qualifications

• College degree (finance preferred) and 2-3 years of experience.
• Superior written and oral communication abilities.
• Independent, entrepreneurial mindset, goal oriented.
• Ability to self-manage and adapt to a fast-paced environment; collaborate with teams.

Responsibilities

• Participate in multiple role rotations within Wealth and the CAC.
• Provide investment advice in a virtual environment.
• Must obtain securities registrations and insurance licenses within 160 days to continue with the program.
• Consult with clients to uncover needs and add value.
• Demonstrate how investment solutions match client needs to build portfolios.
• Ensure all transactions comply with regulations and Truist Code of Conduct.
• Pass periodic evaluations to continue in the program.

Skills

Communication skills

Entrepreneurial mindset

Self-management

Team collaboration

Adaptability

Education

Finance degree

Job description

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Handle inbound calls from customers with supervision of manager/Team Lead while looking for sales opportunities. Answer customer questions within set standards. Consult with clients to uncover needs and provide opportunities to add value through holistic financial planning. Demonstrate how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients. Leverage technology to interact with clients for communication, portfolio strategy, and display. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct.

Essential Duties And Responsibilties:

• Participate in multiple role rotations within Wealth and the CAC
• Provide investment advice in a virtual environment
• Must obtain securities registrations and insurance licenses within 160 days to continue with the program.
• Consult with clients to uncover needs and provide opportunities to add value
• Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio
• Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct
• Must pass periodic evaluations/reviews in order to continue in the program

Qualifications

Required Qualifications:

• College degree (finance preferred) at an accredited college or university
• 2-3 Years of experience
• Superior written and oral communication abilities
• Independent, entrepreneurial mindset, goal-oriented
• Ability to self-manage, adapt to a fast-paced environment, collaborate well with teams
• Analyst will be located in Charlotte, Atlanta or Orlando
• Must be in good standing

Preferred Qualifications:

• New hires must fulfill all Securities registrations and insurance licenses (SIE, Series 7, 65, 63, life/health/variable insurance) within 6 months of hire date; otherwise they may be subject to termination. SIE, Series 7, 65, 63, life/health/variable insurance.
• Sales experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate 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. EEO is the Law E-Verify IER Right to Work