Senior Brokerage Advisor Support & Growth Lead

Truist Investment Services, Inc.; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Truist Financial Corporation in Houston seeks a Financial Advisor Support Specialist to provide consultative, sales and technical support to Financial Advisors, helping meet client needs and sourcing prospects.

You will lead and collaborate with advisors on strategic planning, conduct client reviews, and participate in presentations while promoting securities and insurance opportunities within regulatory standards.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• 4 years professional experience, including 1 year in the securities industry.
• FINRA Series 7 and 66.
• Applicable state health and life insurance licenses, jurisdictional registrations must match that of the 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.

Responsibilities

• Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
• Consults clients and prospective clients with a focus on goals, objectives and risk tolerance to determine suitable investment products and services.
• Assist clients with trades, requests for information, research, account problems, etc.
• Provide client relationship management support, including ongoing counsel and relationship reviews.
• Participate in the preparation for and delivery of client presentations and engagements.
• Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through networking and referrals.

Skills

Client relationship management

Financial analysis

Communication skills

Microsoft Office

Networking

Education

Bachelor's degree in Business/Finance or related

Tools

FINRA Series 7

FINRA Series 66

Job description

Truist Financial Corporation in Houston seeks a Financial Advisor Support Specialist to provide consultative, sales and technical support to Financial Advisors, helping meet client needs and sourcing prospects.

You will lead and collaborate with advisors on strategic planning, conduct client reviews, and participate in presentations while promoting securities and insurance opportunities within regulatory standards.