SunTrust Banks Financial Advisor - Client Advisory Center (CAC) - (Atlanta, GA or Orlando, FL) in Atlanta, Georgia

Req ID: W459928

Job Description

Provides investment advice in a call center 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 SunTrust Code of Conduct. 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, 66, the Securities Industry Essentials (SIE) Exam when applicable, or equivalent registrations are required. Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities. Handles routine inbound service calls from customers independently while looking for sales referral opportunities. Answers customer questions within set standards. Resolves customer problems and complaints. Qualifications

Basic Requirements:


3 years experience in retail brokerage or securities industry experience.


Strong communications, sales and presentations skills and organizational skills with an emphasis on proactive outbound calling.


Background and understanding of basic financial planning and asset allocation techniques.


Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques.


Sufficient knowledge of essential systems to assist in trade execution.


Series 7, 66, the Securities Industry Essentials (SIE) Exam when applicable, or equivalent registrations are required.


Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable AnnuitiesPreferred Requirements:

  • Undergraduate degree in business, accounting, or related field.

Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

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