Financial Consultant

Truist Bank; Wheeling (WV); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Paid Time Off (vacation)

Sick Days

Holidays

Pension Plan

Restricted Stock Units

Deferred Compensation

Job summary

Truist Bank in Wheeling, WV is seeking an experienced professional to support Financial Advisors with consultative client service and strategic planning. This onsite role focuses on strengthening client outcomes through relationship-based selling and proactive advisory support.

You will analyze client goals, assist with trades and information requests, and collaborate with advisors to grow revenue while maintaining regulatory standards.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, or Banking (or equivalent)
• 4 years of professional experience, including 1 year in securities
• FINRA Series 7 and Series 66 licenses
• State health and life insurance licenses, with registrations matching advisory scope
• English fluency required

Responsibilities

• Provide consultative, sales, and technical support to Financial Advisors and clients
• Assist with client trades, information requests, research, and account issues
• Support client relationship management through ongoing counsel and reviews
• Help prepare and deliver client presentations and engagements
• Support advisors in maintaining revenue targets through referrals and opportunities
• Adhere to Truist and regulatory standards (FINRA, etc.)

Skills

Analytical thinking

Problem-solving

Interpersonal skills

Persuasion

Relationship management

Organizational skills

Self-motivation

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Truist Bank offers benefits designed to support your health, financial security, and time off, while you help Financial Advisors strengthen client outcomes. This onsite role in Wheeling, WV supports consultative client service, strategic planning for the Financial Advisor team, and growth through relationship-based selling.

What You'll Do

You will provide consultative, sales, and technical support to Financial Advisors while working with current clients and actively sourcing prospective clients. You will contribute to how the Financial Advisor team establishes its strategic direction to increase revenue and help execute its client value proposition.

• Participate in establishing the Financial Advisor team's strategic direction to help increase revenue.
• Consult with clients and prospective clients by analyzing goals, objectives, and risk tolerance to determine suitable investment products and services, and implement those solutions as appropriate.
• Assist clients with trades, requests for information, research, and account-related issues.
• Support client relationship management through ongoing counsel and advice, relationship reviews, and client service initiatives.
• Help prepare for and deliver client presentations and engagements.
• Support advisors in maintaining a profitable level of securities and insurance sales by executing opportunities identified through external networking and internal referrals.
• Adhere to professional and ethical standards set by Truist, the Financial Industry Regulatory Authority (FINRA), and other applicable regulatory bodies.

What You Bring

• Bachelor's degree in Business, Accounting, Finance, or Banking (or equivalent education and related experience).
• 4 years of professional experience, including 1 year in the securities industry.
• FINRA Series 7 and Series 66.
• Applicable state health and life insurance licenses, with jurisdictional registrations matching those of the advisor(s) you support.
• Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills, along with strong organization and self-motivation.
• Basic computer proficiency, including Microsoft Office products.
• Willingness to pursue additional credentials in the wealth and investment fields.
• English fluency (required).

Benefits and Support

Truist provides a comprehensive benefits package for eligible employees. Benefits eligibility applies to regular teammates (not temporary or contingent workers) working 20 hours or more per week, and specific benefits may vary by division.

• Medical, dental, and vision insurance
• Life insurance, disability, and accidental death and dismemberment
• Tax-preferred savings accounts
• 401(k) plan
• No less than 10 days of vacation in the first year (prorated based on hire date and full-time or part-time status)
• 10 sick days (also prorated)
• Paid holidays
• Defined benefit pension plan (depending on position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

Schedule: 1st shift (United States of America). Employment Type: Regular.