Truist Financial Advisor- Client Advisory Center in Orlando, Florida
Req ID: R0037818
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Provides investment advice in a virtual environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations and the Truist Code of Conduct.
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.
Handles inbound calls from clients independently while looking for sales opportunities.
Answers client questions within set standards.
Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.
Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients.
Leverage technology to interact with clients for communication, portfolio strategy, and display.
Responsible for ensuring that all business transactions and practices in the individuals span of control comply with all regulations and the Truist Code of Conduct
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.
New hires must fulfill all license and registration minimum requirements within 6 months of hire date; otherwise they may be subject to termination. Series 7, and 66 or equivalent registrations are required.
Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities.
MBA, CFP, CFA, CIMA
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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