Finance Jobs in Hixson, TN

1 job found

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3mo ago

Brokerage Financial Consultant

Truist Bank Hixson, TN

Hixson, TN

3mo ago Closed

Full time Advisor Analytical Skills Brokerage

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

Opportunity for a Brokerage Financial Consultant at Truist Bank, onsite in Hixson, TN.

Responsibilities

Help shape the strategic direction of the Financial Advisor team to drive revenue growth.
Consult clients and prospects by evaluating goals, objectives, and risk tolerance to identify suitable investment products and services, and implement them where appropriate.
Assist clients with trades, information requests, research, and account issues.
Provide ongoing client relationship management support, including continuous counsel, relationship reviews, and service initiatives.
Support the preparation and delivery of client presentations and engagements.
Assist the Advisor in building and maintaining a profitable level of securities and insurance sales by pursuing opportunities discovered through external networking and internal referrals.
Adhere to professional and ethical standards set by Truist, FINRA, and other regulatory bodies.

Requirements

Bachelor’s degree in Business, Accounting, Finance or Banking, or an equivalent combination of education and 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 jurisdictional registrations aligned to the advisors supported.
Well organized and self-motivated, with strong analytical, problem-solving, interpersonal, and relationship-management capabilities.
Proficiency with basic computer applications, including Microsoft Office.
Regular employment type, English language proficiency, and 1st shift work schedule.

Technologies

Microsoft Office

Preferred Qualifications

Willingness to pursue additional credentials in wealth and investment fields.

Benefits

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

General Benefits Overview

Regular teammates working 20 hours or more per week are eligible for benefits, though specifics may vary by division. Coverage includes medical, dental, vision, life, disability, accidental death and dismemberment, tax-advantaged savings accounts, and a 401(k) plan. In the first year, teammates receive no less than 10 days of paid vacation and 10 paid sick days, prorated by hire date and status, plus paid holidays. Depending on the position and division, eligibility may extend to a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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