Wealth Strategy Consultant & Client Advisor

Truist; Jacksonville (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid holidays

Job summary

Truist is seeking a results-driven financial services professional to provide consultative, sales and technical support to one or more Financial Advisors. You will work closely with Advisors to serve current clients and source new ones, while leading and coordinating strategic efforts for the team.

Responsibilities include client analysis, executing trades, maintaining relationships, and preparing presentations. Compliance with FINRA and regulatory standards is essential.

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 must match that of the advisor(s) supported.
• Organized and self-motivated with strong analytical, problem-solving, interpersonal, and relationship management skills.
• Proficiency in basic computer applications, such as Microsoft Office software products.

Responsibilities

• Participate in establishing strategic direction of the Financial Advisor team to increase revenue.
• Consult clients and prospective clients to determine goals and risk tolerance and implement suitable products.
• Assist clients with trades, information requests, research, and account problems.
• Provide client relationship management support, including counsel and relationship reviews.
• Participate in client presentations and engagements.
• Assist the Advisor in growing securities and insurance sales through external networking and referrals.
• Adhere to Truist, FINRA, and regulatory standards.

Skills

Analytical skills

Relationship management

Communication

Microsoft Office

Education

Bachelor's degree in business/finance

Tools

CRM systems

Microsoft Office

Job description

Truist is seeking a results-driven financial services professional to provide consultative, sales and technical support to one or more Financial Advisors. You will work closely with Advisors to serve current clients and source new ones, while leading and coordinating strategic efforts for the team.

Responsibilities include client analysis, executing trades, maintaining relationships, and preparing presentations. Compliance with FINRA and regulatory standards is essential.