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Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.
Responsibilities
Handles inbound calls from clients independently while looking for sales opportunities.
Answers client questions within set standards.
Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.
Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.
Leverage technology to interact with clients for communication, portfolio strategy, and display.
Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct
Subject matter expert on bank/LOB products.
Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader.
Assists with the training of less experienced Financial Advisors in his/her own subject area of expertise.
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.
May have an individual book of business.
Requirements
6-10 years of retail brokerage or securities industry experience.
Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling.
Demonstrated understanding of basic financial planning and asset allocation techniques.
Sufficient knowledge of essential systems to assist in trade execution.
Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques.
Series 7, and 66 or equivalent registrations are required.
Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
Undergraduate degree in business, accounting, or related field.
Nice-to-haves
MBA, CFP, CFA, CIMA
Benefits
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
