Strategic Wealth Advisor & Client Growth Lead

Truist; Morganton (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Paid vacation and sick leave

Opportunity for additional credentials

Job summary

Truist in Morganton, North Carolina, seeks a professional to provide consultative and technical support to Financial Advisors. The role involves managing client relationships, analyzing financial goals, and recommending appropriate investment products and services.

The ideal candidate must have a Bachelor's degree in a relevant field and significant experience in the securities industry. Truist offers a range of benefits including health insurance, vacation days, and a 401k plan.

Qualifications

• Minimum 4 years professional experience, including 1 year in the securities industry.
• FINRA Series 7 and 66 are required.
• Applicable state insurance licenses must match that of the supported advisors.

Responsibilities

• Provide consultative, sales, and technical support to Financial Advisors.
• Consult clients to analyze goals and recommend investment products.
• Assist clients with trades and service requests.
• Manage client relationships, providing ongoing advice and support.
• Prepare for and deliver client presentations.

Skills

Analytical skills

Relationship management

Problem-solving

Interpersonal skills

Persuasion

Education

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

Tools

Microsoft Office

Job description

Truist in Morganton, North Carolina, seeks a professional to provide consultative and technical support to Financial Advisors. The role involves managing client relationships, analyzing financial goals, and recommending appropriate investment products and services.

The ideal candidate must have a Bachelor's degree in a relevant field and significant experience in the securities industry. Truist offers a range of benefits including health insurance, vacation days, and a 401k plan.