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Job description
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nIf you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)
n(accommodation requests only; other inquiries won't receive a response).
nRegular or Temporary:
nRegular
nLanguage Fluency: English (Required)
nWork Shift:
n1st shift (United States of America)
nPlease review the following job description:
nJOB SUMMARY
nProvide 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. Provides 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.
nESSENTIAL DUTIES AND RESPONSIBILITIES
nFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
nnnParticipate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
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nnConsults 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 to implement those products and services as appropriate.
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nnAssist clients with trades, requests for information, research, account problems, etc.
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nnProvide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
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nnParticipate in the preparation for and delivery of client presentations and engagements.
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nnAssist 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.
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nnAdhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
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n nQUALIFICATIONS
nRequired Qualifications:
nThe requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
nnnBachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
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nn4 years professional experience, including 1 year of experience in the securities industry.
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nnFINRA Series 7 and 66.
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nnApplicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
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nnOrganized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
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nnDemonstrated proficiency in basic computer applications, such as Microsoft Office software products.
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n nPreferred Qualifications:
nnWillingness to pursue additional credentials in the wealth and investment fields.
n nGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 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. For more details on Truist's generous benefit plans, please visit our Benefits site (
n. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
nTruist 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.
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nIER Right to Work (
Worksite address
brentwood, TN, 37027, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.