Financial Consultant

Truist Bank is seeking a Financial Consultant onsite in Lancaster, PA.

Responsibilities

• Help shape the strategic direction of the Financial Advisor team to drive revenue growth.
• Advise clients and prospects by assessing goals, risk tolerance, and objectives to identify suitable investment products and implement them.
• Support clients with trades, information requests, research, and account issues.
• Deliver ongoing client relationship management, including counsel, relationship reviews, and service initiatives.
• Contribute to the preparation and delivery of client presentations and engagements.
• Support the Advisor in maintaining profitable securities and insurance sales by acting on opportunities sourced via external networking and internal referrals.
• Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

• A bachelor's degree in business, accounting, finance or banking, or an equivalent combination of education and related experience.
• Four years of professional experience, including at least one year in the securities industry.
• FINRA Series 7 and 66 licenses.
• State health and life insurance licenses with registrations that align with the advisor(s) supported.
• Well organized, self-motivated, with strong analytical, problem-solving, interpersonal, persuasive, and relationship-management skills.
• Proficiency with common computer applications, including the Microsoft Office suite.

Technologies

• Microsoft Office

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment
• Tax-advantaged savings accounts
• 401(k) plan
• Vacation
• Sick days
• Paid holidays
• Defined benefit pension plan
• Restricted stock units
• Deferred compensation plan

Employment Type

• Regular

Language Fluency

• English (Required)

Work Shift

• 1st shift (United States of America)

General Benefits Overview

All regular teammates working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division offering the position. Truist offers medical, dental, vision, life insurance, disability coverage, accidental death and dismemberment, tax-advantaged 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 status.