Financial Advisor Support Specialist

Truist; Winter Park (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

401k plan

Vacation

Sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation plan

Job summary

Truist in Winter Park, FL seeks a consultative, sales and technical support leader for the Financial Advisor team. You will work closely with advisors to meet client needs and actively source prospective clients, while guiding the team in delivering value to clients.

You will participate in setting strategic directions, lead client presentations, and help maintain a profitable level of securities and insurance sales while upholding professional and regulatory standards.

Qualifications

• Bachelor's degree or equivalent in business, accounting, finance, banking or related field.
• 4 years professional experience, including 1 year in the securities industry.
• FINRA Series 7 and 66.
• State health and life insurance licenses, registrations must match advisor(s) supported.
• Organized and self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
• Proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

• Participate in establishing the strategic direction of the Financial Advisor team to increase revenue.
• Consults clients and prospective clients to analyze goals, objectives and risk tolerance and recommend suitable investment products and services.
• Assist clients with trades, information requests, research and account problems.
• Provide client relationship management support, including ongoing counsel, relationship reviews and client service initiatives.
• Assist in preparing and delivering client presentations and engagements.
• Help Advisors develop and maintain profitable securities and insurance sales through opportunities from networking and referrals.
• Adhere to professional and ethical standards set by Truist, FINRA and other regulators.

Skills

Organized and self-motivated

Analytical

Relationship management

Persuasion

Microsoft Office

Education

Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience

Tools

Microsoft Office

Job description

Truist in Winter Park, FL seeks a consultative, sales and technical support leader for the Financial Advisor team. You will work closely with advisors to meet client needs and actively source prospective clients, while guiding the team in delivering value to clients.

You will participate in setting strategic directions, lead client presentations, and help maintain a profitable level of securities and insurance sales while upholding professional and regulatory standards.