Truist
Financial Consultant, Truist Investment Services, Baltimore, MD
Truist, Baltimore, Maryland, United States, 21276
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Financial Consultant, Truist Investment Services, Baltimore, MD
role at
Truist
To apply, click the Apply Now button. If you already have a profile, log in to check status. For disability accommodations, email Accessibility (accommodation requests only).
Job Summary Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the advisors to meet the needs of current clients and actively source prospective clients. Provide leadership to the Financial Advisor team, contributing to short and long‑term strategic planning and overall execution of the team’s value proposition to clients.
Essential Duties And Responsibilities
Participate in establishing the strategic direction of the Financial Advisor team to increase revenue.
Consult with clients and prospective clients, focusing on analyzing goals, objectives and risk tolerance to determine the best investment products and services and implement them as appropriate.
Assist clients with trades, requests for information, research, account problems, etc.
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
Participate in preparing for and delivering 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.
Qualifications Required Qualifications
Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
4 years professional experience, including 1 year experience 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 individual with strong analytical, problem‑solving, interpersonal, persuasion and relationship management skills.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Preferred Qualifications
Willingness to pursue additional credentials in the wealth and investment fields.
The annual base salary for this position is $75,000. The starting hourly wage for this position is $35.88.
All regular teammates 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 based on date of hire and full‑time or part‑time status) during their first year of employment, along with 10 sick days and paid holidays. For more details on Truist’s benefit plans, please visit the Benefits site.
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. EEO is the Law, E‑Verify, IER, Right to Work.
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Financial Consultant, Truist Investment Services, Baltimore, MD
role at
Truist
To apply, click the Apply Now button. If you already have a profile, log in to check status. For disability accommodations, email Accessibility (accommodation requests only).
Job Summary Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the advisors to meet the needs of current clients and actively source prospective clients. Provide leadership to the Financial Advisor team, contributing to short and long‑term strategic planning and overall execution of the team’s value proposition to clients.
Essential Duties And Responsibilities
Participate in establishing the strategic direction of the Financial Advisor team to increase revenue.
Consult with clients and prospective clients, focusing on analyzing goals, objectives and risk tolerance to determine the best investment products and services and implement them as appropriate.
Assist clients with trades, requests for information, research, account problems, etc.
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
Participate in preparing for and delivering 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.
Qualifications Required Qualifications
Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
4 years professional experience, including 1 year experience 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 individual with strong analytical, problem‑solving, interpersonal, persuasion and relationship management skills.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Preferred Qualifications
Willingness to pursue additional credentials in the wealth and investment fields.
The annual base salary for this position is $75,000. The starting hourly wage for this position is $35.88.
All regular teammates 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 based on date of hire and full‑time or part‑time status) during their first year of employment, along with 10 sick days and paid holidays. For more details on Truist’s benefit plans, please visit the Benefits site.
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. EEO is the Law, E‑Verify, IER, Right to Work.
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