Strategic Wealth Advisor & Client Growth Lead

Truist; Brentwood (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation and sick days

Job summary

Truist in Brentwood, TN is looking for a candidate to provide consultative, sales, and technical support to Financial Advisors, ensuring client needs are met. Responsibilities include consulting clients for investment products and providing ongoing relationship management support.

The ideal candidate will have a Bachelor's degree and four years of relevant professional experience, with required FINRA licenses. The position offers comprehensive benefits such as medical, dental, a 401k plan, vacation days, and more, reflecting Truist's commitment to employee welfare.

Qualifications

• 4 years of professional experience, including 1 year in the securities industry.
• FINRA Series 7 and 66 licenses required.
• Health and life insurance licenses must match supported advisors.

Responsibilities

• Provide consultative and sales support to Financial Advisors.
• Consult clients to determine investment needs and implement solutions.
• Assist clients with trades and account issues.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Persuasion skills

Relationship management skills

Education

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

Tools

Microsoft Office

Job description

Truist in Brentwood, TN is looking for a candidate to provide consultative, sales, and technical support to Financial Advisors, ensuring client needs are met. Responsibilities include consulting clients for investment products and providing ongoing relationship management support.

The ideal candidate will have a Bachelor's degree and four years of relevant professional experience, with required FINRA licenses. The position offers comprehensive benefits such as medical, dental, a 401k plan, vacation days, and more, reflecting Truist's commitment to employee welfare.