Truist Brokerage Financial Planning Officer in Nashville, Tennessee
Req ID: R0045841
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Responsible for the integration and application of financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall training of the team.
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.
Implement the use of goals-based planning tools to quantify clients' objectives by meeting with clients and identifying individualized goals.
Proficiently utilize firm-provided software that enables the officer to create, plan and provide ongoing updates.
Lead or participate in client presentations and engagements centered on financial planning topics.
Update client profiles and plans frequently and conduct annual reviews with the Financial Advisor.
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 or equivalent education and related training
Must have a proven track record in relationship management and client service.
3.. Strong writing and presentation skills.
4.. Demonstrated proficiency in basic computer applications such as Microsoft Office products
- JD, CPA, or equivalent education and related training
1.Willingness to pursue additional credentials such as the Certified Financial Planner Designation (CFP), CFA, CPWA, or LLM
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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