Financial Consultant

Truist Bank offers a consultative wealth environment for professionals who want to support Financial Advisors while helping clients move toward their goals. This onsite role in Louisville, KY includes a structured benefits package, protected time off, and opportunities to collaborate on client engagements as part of a Financial Advisor team.

Responsibilities

• Support the establishment of the Financial Advisor team’s strategic direction to help increase revenue.
• Consult with clients and prospective clients by analyzing goals, objectives, and risk tolerance to determine suitable investment products and services.
• Implement recommended investment products and services as appropriate.
• Help clients with trades, requests for information, research, and account issues.
• Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and client service initiatives.
• Contribute to the preparation for and delivery of client presentations and engagements.
• Assist Advisors in maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
• Follow professional and ethical standards set by Truist, FINRA, and other applicable regulatory bodies.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
• 4 years of professional experience, including 1 year in the securities industry.
• FINRA Series 7 and FINRA Series 66.
• Applicable state health and life insurance licenses and jurisdictional registrations matching the advisor(s) supported.
• Organized and self-motivated with strong skills in analytics, problem-solving, interpersonal interactions, persuasion, and relationship management.
• Proficiency with basic computer applications, including Microsoft Office tools.
• Willingness to pursue additional credentials in the wealth and investment fields.

Benefits

• Medical, dental, and vision coverage
• Life insurance, disability, and accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated)
• 10 sick days (prorated)
• Paid holidays
• Defined benefit pension plan (depending on position and division)
• Restricted stock units (depending on position and division)
• Deferred compensation plan (depending on position and division)

Schedule: 1st shift (United States of America). Employment type: Regular. Language: English (Required). Technologies: Microsoft Office.