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Truist

Brokerage Financial Consultant & Client Advisor

brentwood, TN

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About this opportunity

Truist lists this Brokerage Financial Consultant & Client Advisor opportunity in brentwood, Tennessee. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Truist Wealth seeks a proactive advisor-support professional to partner with Financial Advisors, shaping client strategies and delivering service excellence. You will help analyze goals and risk, support trades, and foster relationships to grow revenue within a compliant, team-oriented environment.

Qualifications include a Bachelor's degree in business/finance, 4 years’ experience with securities, and FINRA Series 7 and 66, plus applicable licenses.

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Worksite address

brentwood, TN, 37027, US

Who can apply

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