Truist Regional Director - Investment Consulting Group, Truist Wealth in Atlanta, Georgia
Req ID: R0035843_Atlanta
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Reporting to the Divisional Sales Manager of the Investment Consulting Group, the ICG Regional Director is responsible for providing advice and guidance to our Truist Wealth client facing Advisors to help identify suitable advisory solutions and platforms for Truist Wealth clients.
Territory: GA, TN, KY, and AL
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Proactively contact Truist Wealth client facing Advisors to gain meetings to discuss actionable sales ideas that lead to increased advisory new accounts. Travel an assigned territory by creating a rotation that targets a group of Advisors that present the largest advisory new accounts opportunities. Expectation is 36-50 appointments per month. Service the current advisory account assets through operational and maintenance support efforts. Articulate a deep knowledge of advisory platforms, investment solutions, portfolio construction, and technology best practices. Assist Complex Financial Advisor Managers in the Financial Advisor recruiting and onboarding process. Meet or exceed annual territory new advisory accounts and revenue goals. Active in creating advisory training curriculum and capable of delivering the content in mid to large meeting and boot camp settings. Maintain a quarterly top 50 Advisor focus list and document Advisor conversations in CRM. Partner with other Truist Wealth lines of business leaders to share best practices on how to create a better Advisor-Client experience.
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor’s degree requiredFINRA Series 7, Series 66 required
CFP, CIMA, or CFA preferred 5-10 years of investment wholesaling experience.
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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