Financial Advisory Team Lead & Consultant

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

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

Tax-preferred savings accounts

401k plan

Vacation days

Sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation

Job summary

Truist is seeking a motivated Financial Advisor Support professional in Orlando to provide consultative, sales and technical support to the Financial Advisor team, helping clients meet goals and expanding the advisor's value proposition.

In this role you will analyze goals and risk tolerance with clients, assist with trades and service requests, and contribute to client presentations. Strong proficiency in Microsoft Office and FINRA licenses are required.

Qualifications

• Bachelor's degree and related experience.
• 4 years professional experience, including 1 year in securities.
• FINRA Series 7 and 66 licenses.
• State health and life insurance licenses matching advisor(s).

Responsibilities

• Participate in strategic direction to increase revenue.
• Consult clients on goals, risk tolerance and investments.
• Assist clients with trades, information requests, and account problems.
• Provide client relationship management support and reviews.
• Assist in client presentations and engagements.
• Support profitable securities and insurance sales.

Skills

Analytical

Problem-solving

Interpersonal skills

Persuasion

Relationship management

Organized

Self-motivated

Education

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

Tools

Microsoft Office

Job description

Truist is seeking a motivated Financial Advisor Support professional in Orlando to provide consultative, sales and technical support to the Financial Advisor team, helping clients meet goals and expanding the advisor's value proposition.

In this role you will analyze goals and risk tolerance with clients, assist with trades and service requests, and contribute to client presentations. Strong proficiency in Microsoft Office and FINRA licenses are required.