Wealth Advisor Support Specialist

Truist; Chattanooga (TN); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation and sick time

Job summary

Truist in Chattanooga, TN is seeking a client-focused professional to provide consultative, sales and technical support to Financial Advisors, helping meet client needs and sourcing new prospects. You will lead and support relationship management and contribute to strategic planning for the advisor team.

You will assist with client trade requests, develop and deliver presentations, and help grow securities and insurance sales while adhering to FINRA and regulatory standards.

Qualifications

• Bachelor’s degree 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.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

• Participate in establishing the strategic direction of the Financial Advisor team to increase revenue.
• Consults clients and prospective clients to determine goals, objectives and risk tolerance and implement suitable products/services.
• Assist clients with trades, information requests, research, account problems, etc.
• Provide client relationship management support, including ongoing counsel and relationship reviews.
• Participate in preparation for and delivery of client presentations and engagements.
• Assist the Advisor in developing and maintaining securities and insurance sales by leveraging external networking and internal referrals.
• Adhere to professional and ethical standards set forth by Truist, FINRA, and other regulators.

Skills

Analytical thinking

Problem-solving

Interpersonal skills

Persuasion

Relationship management

Self-motivation

Education

Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience

Tools

Microsoft Office

Job description

Truist in Chattanooga, TN is seeking a client-focused professional to provide consultative, sales and technical support to Financial Advisors, helping meet client needs and sourcing new prospects. You will lead and support relationship management and contribute to strategic planning for the advisor team.

You will assist with client trade requests, develop and deliver presentations, and help grow securities and insurance sales while adhering to FINRA and regulatory standards.