Truist
Client Advisory Center Financial Advisor I
Orlando, FL · Part-time
Sponsorship not specifiedDetected 67 days ago
AccessibilityOutbound SalesAccountingResearchLeadershipCommunicationOrganizational SkillsCFA
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odds of building a lasting career here
33Risky
Cap-exempt (no lottery)0
Sponsors this role65
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- 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.
- 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.
Responsibilities
- 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.
- Assists with the training of less experienced Financial Advisors in his/her own subject area of expertise.
Requirements
- The requirements listed below are representative of the knowledge, skill and/or ability required.
- 6-10 years of retail brokerage or securities industry experience.
- Sufficient knowledge of essential systems to assist in trade execution.
- Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques.
- Series 7, and 66 or equivalent registrations are required.
- Undergraduate degree in business, accounting, or related field.
- If you already have a profile with us, you can log in to check status.
- English (Required)
- Required Qualifications:
- 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.
- Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling.
- Demonstrated understanding of basic financial planning and asset allocation techniques. Sufficient knowledge of essential systems to assist in trade execution.
- Series 7, and 66 or equivalent registrations are required. Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
Nice to have
- Truist is a Drug Free Workplace.
- EEO is the Law E-Verify IER Right to Work
- General Description of
- Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers, Preferred Advisors, and Retail Banking leadership to facilitate training and referrals into the team.
Compensation
- Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Benefits
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
- For more details on Truist's generous benefit plans, please visit our Benefits site.
- Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Visa & Work Authorization
- Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or o
This listing is sourced directly from Truist's careers page and normalized into a canonical job model.