Wealth Strategy & Brokerage Consultant

Truist Financial; Chattanooga (TN); On-site; USD 75,000 - 110,000; Full time

Job summary

Truist Financial in Chattanooga, TN seeks a driven professional to provide consultative, sales and technical support to Financial Advisors, helping meet client needs and sourcing new prospects.

You will lead the advisor team, contribute to strategic planning and execute the value proposition to clients, ensuring compliance with regulatory standards. Strong analytical and relationship skills are required.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or Banking or equivalent education and experience.
• 4 years professional experience, including 1 year in securities.
• FINRA Series 7 and 66.
• Applicable state health and life insurance licenses, registrations must match the advisor(s).
• Organized, self-motivated with strong analytical and relationship skills.
• Proficient in Microsoft Office software.

Responsibilities

• Participate in setting strategic direction to increase revenue for the Financial Advisor team.
• Consult clients and prospects to analyze goals and risk tolerance to recommend investments.
• Assist clients with trades, information requests, research, and account problems.
• Provide ongoing client relationship management, reviews and service initiatives.
• Prepare for and deliver client presentations and engagements.
• Support Advisors in developing and maintaining securities and insurance sales.
• Adhere to Truist, FINRA and regulatory standards.

Skills

Analytical skills

Problem-solving

Interpersonal skills

Persuasion

Relationship management

Education

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

Tools

Microsoft Office

Job description

Truist Financial in Chattanooga, TN seeks a driven professional to provide consultative, sales and technical support to Financial Advisors, helping meet client needs and sourcing new prospects.

You will lead the advisor team, contribute to strategic planning and execute the value proposition to clients, ensuring compliance with regulatory standards. Strong analytical and relationship skills are required.