Wealth Advisory Support & Strategy Lead

Truist Wealth; Tampa (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist Financial Corporation in Tampa, FL, is seeking a Financial Advisor Team Support professional to provide consultative and sales-oriented assistance to one or more Financial Advisors. You will collaborate to analyze client goals, propose investment products, and help drive client satisfaction.

You will support trades, information requests, research, and account issues while maintaining strong relationships and contributing to team strategy and revenue growth.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or Banking, 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 matching the advisor(s) supported.
• Organized and self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
• Proficiency in basic computer applications (Microsoft Office).

Responsibilities

• Participate in establishing the strategic direction of the Financial Advisor team to increase revenue.
• Consult clients and prospective clients to analyze goals, objectives and risk tolerance and recommend suitable products.
• Assist clients with trades, information requests, research, and account problems.
• Provide client relationship management support, including ongoing counsel and relationship reviews.
• Assist in preparation and delivery of client presentations and engagements.
• Help Advisors develop and maintain a profitable level of securities and insurance sales from opportunities identified through referrals.
• Adhere to standards set by Truist, FINRA, and other regulators.

Skills

Analytical skills

Problem-solving

Interpersonal skills

Persuasion

Relationship management

Microsoft Office

Education

Bachelor's degree in Business/Finance

Tools

Microsoft Office

Job description

Truist Financial Corporation in Tampa, FL, is seeking a Financial Advisor Team Support professional to provide consultative and sales-oriented assistance to one or more Financial Advisors. You will collaborate to analyze client goals, propose investment products, and help drive client satisfaction.

You will support trades, information requests, research, and account issues while maintaining strong relationships and contributing to team strategy and revenue growth.