Brokerage Financial Consultant

Job Summary Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provide leadership to the Financial Advisor team, contributing to the short‑ and long‑term strategic planning and overall execution of the team's value proposition to clients. Responsibilities Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. Consult 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 implement those products and services as appropriate. Assist clients with trades, requests for information, research, account problems, and other inquiries. 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, FINRA, and other regulatory bodies. Required Qualifications Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. Four years of professional experience, including one year in the securities industry. FINRA Series7 and 66 licenses. 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. Proficiency in basic computer applications such as Microsoft Office software. Preferred Qualifications Willingness to pursue additional credentials in the wealth and investment fields. Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated) during their first year of employment, along with 10 sick days (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. Equal Opportunity Employer Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. E‑Verify IER Right to Work. #J-18808-Ljbffr