Wealth Advisory Support Specialist

Truist Wealth; Morganton (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Job summary

Truist Wealth seeks a professional to provide consultative, sales and technical support to Financial Advisors. You will analyze goals and risk tolerance to recommend suitable investment products and assist with client requests and trades.

Work with Advisors to deliver client presentations and pursue revenue opportunities while upholding FINRA and regulatory standards. A bachelor's degree and FINRA licenses are required.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• 4 years professional experience, including 1 year of experience 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 individual, 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 the establishment of the strategic direction of the Financial Advisor team to increase revenue.
• Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
• Assist clients with trades, requests for information, research, account problems, etc.
• Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
• Participate in the preparation for and delivery of client presentations and engagements.
• Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
• Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Skills

Analytical skills

Interpersonal skills

Relationship management

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Truist Wealth seeks a professional to provide consultative, sales and technical support to Financial Advisors. You will analyze goals and risk tolerance to recommend suitable investment products and assist with client requests and trades.

Work with Advisors to deliver client presentations and pursue revenue opportunities while upholding FINRA and regulatory standards. A bachelor's degree and FINRA licenses are required.