Strategic Wealth Consultant for Financial Advisors

Truist; Daytona Beach (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

Paid Holidays

Job summary

Truist is seeking a proactive professional to provide consultative, sales and technical support to Financial Advisors in Daytona Beach. You will work closely with Advisors to meet client needs and source new opportunities.

Responsibilities include advising on goals and risk, managing client relationships, and supporting presentations while ensuring compliance with FINRA and regulatory standards.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking.
• 4 years professional experience, including 1 year in securities.
• FINRA Series 7 and 66 licensing required.
• Licenses for state health and life insurance required.
• Strong analytical, problem-solving and relationship skills.
• Proficiency with Microsoft Office applications.

Responsibilities

• Provide consultative sales and technical support to Financial Advisors.
• Analyze client goals, risk tolerance, and recommend suitable products.
• Assist with trades, information requests, and account issues.
• Deliver client relationship management and service initiatives.
• Support client presentations and engagements for growth.
• Help develop profitable securities and insurance opportunities.

Skills

Bachelor's degree

4 years experience

FINRA Series 7 and 66

Licenses (life & health)

Analytical skills

Relationship management

Education

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

Tools

MS Office

Job description

Truist is seeking a proactive professional to provide consultative, sales and technical support to Financial Advisors in Daytona Beach. You will work closely with Advisors to meet client needs and source new opportunities.

Responsibilities include advising on goals and risk, managing client relationships, and supporting presentations while ensuring compliance with FINRA and regulatory standards.