Wealth Advisory Consultant

Truist Wealth; Daytona Beach (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid time off

Job summary

Truist Wealth seeks a capable professional to support Financial Advisors in consultative sales and client service. You will analyze goals, risk tolerance, and recommend suitable investments while assisting with trades and client requests.

The role emphasizes relationship management, presentations, and adherence to FINRA and Truist standards, contributing to revenue growth through referrals and proactive support.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education.
• 4 years professional experience, including 1 year in securities.
• FINRA Series 7 and 66 licenses.
• Licenses must match advisor's jurisdiction (health and life).
• Strong analytical, problem-solving, interpersonal, persuasion and relationship management skills.
• Proficiency with Microsoft Office and related tools.

Responsibilities

• Support Financial Advisors in consultative sales and client service.
• Analyze client goals, risk tolerance, and recommend investments.
• Assist clients with trades and information requests.
• Provide ongoing relationship management and reviews.
• Prepare and deliver client presentations.
• Identify opportunities via referrals to increase revenue.
• Adhere to FINRA, Truist and regulatory standards.

Skills

Analytical skills

Interpersonal skills

Relationship management

Persuasion

Problem-solving

Organizational skills

Microsoft Office proficiency

Education

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

Tools

Microsoft Office

Job description

Truist Wealth seeks a capable professional to support Financial Advisors in consultative sales and client service. You will analyze goals, risk tolerance, and recommend suitable investments while assisting with trades and client requests.

The role emphasizes relationship management, presentations, and adherence to FINRA and Truist standards, contributing to revenue growth through referrals and proactive support.