Truist ยท 4 hours ago
Financial Consultant, Truist Investment Services, Winter Park, FL
Winter Park, FL
Full-time
Onsite
Mid Level
4+ years expTruist is an investment services company seeking a Financial Consultant to provide consultative, sales, and technical support to Financial Advisors. The role involves working closely with clients to analyze their investment needs and implement appropriate solutions while contributing to the strategic planning of the Financial Advisor team.
BankingFinanceFinancial Services
Responsibilities
Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue
Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate
Assist clients with trades, requests for information, research, account problems, etc
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives
Participate in the preparation for and delivery of client presentations and engagements
Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals
Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies
Qualification
Required
Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience
4 years professional experience, including 1 year of experience in the securities industry
FINRA Series 7 and 66
Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported
Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred
Willingness to pursue additional credentials in the wealth and investment fields
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (235)
2024 (248)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2025-12-18
2025-12-16
Company data provided by crunchbase