BB&T Suntrust Now Truist Centralized Financial Advisor in Charlotte, North Carolina
Req ID: R0020656
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
Responsible for providing investment sales and service execution for multiple channels of client retention and acquisition sharing a centralized delivery strategy. Assess the client’s investment portfolio, financial objectives and provide guidance to the client on successfully achieving those objectives. Expand services and solutions to current clients, securing new clients and implementing the Corporation’s client segmentation strategy through utilization of a centralized delivery model by providing clients access to multiple lines of business. Establish and maintain a strong partnership with appropriate internal partners (e.g. BB&T Community Bank, BB&T Wealth).
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. 1. Develop and maintain profitable level of securities and insurance sales by executing on opportunities identified through multiple channels within the Corporation, and proactively building and maintaining relationships with existing and potential clients of BB&T and BB&T Investments. 2. Utilizing a consultative sales process, partner with clients to: a. Analyze current investment accounts and strategies; b. Determine and prioritize investment goals; c. Match the best investment solutions available to clients' specific needs; d. Implement investment decisions promptly and accurately; e. Review investment plans with clients on a regular basis. 3. Adhere to professional and ethical standards set forth by BB&T, Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. 4. Properly record transactions and inquiries, and ensure client files are correctly completed and maintained. 5. Keep current on all products currently offered by BB&T Investments. 6. Continuously represent BB&T in all client interactions and outside relationships, and view every contact as an opportunity to sell BB&T and all of its services through appropriate referrals. Required Skills and Competencies: 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. 1. Bachelor's degree, or equivalent education and related training 2. Two years of related sales experience and/or financial services experience 3. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses 4. Applicable state life and health licenses 5. Excellent interpersonal, sales, presentation, and relationship management skills 6. Excellent written, verbal, problem-solving and analytical skills 7. Ability to maintain and grow referral networks 8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 9. Ability to travel, occasionally overnight
Desired Skills: 1. Bachelor's degree with concentration in Business, Accounting, Finance or Banking 2. Banking experience 3. Experience within financial institutions, specifically Investment Advisory experience 4. Proven ability to deliver investment advice through telephone and virtual communication platform 5. Excellent organizational skills 6. Self-motivation 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. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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