7 Client Advisory Center (CAC) Financial Advisor - locations- Orlando, FL; Atlanta, GA; Charlotte, NC Jobs in Charlotte, NC
Sorry! This job is no longer available. Please explore similar jobs listed on the left.
Truist Bank is Hiring a Client Advisory Center (CAC) Financial Advisor - locations- Orlando, FL; Atlanta, GA; Charlotte, NC Near Charlotte, NC
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)Job Grade:
106Please 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.The location for the position can sit in any of the following:
214 North Tryon Street, Charlotte, North Carolina
303 Peachtree Street, Atlanta, Georgia
7455 Chancellor Drive, Orlando, Florida
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.
Required Qualifications:
- 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, and 66 or equivalent registrations are required
- Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
Undergraduate degree in business, accounting, or related field
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Job Summary
Full Time
Banking
$69k-99k (estimate)
03/05/2024
04/28/2024
truist.com
CHARLOTTE, NC
>50,000
2019
Public
KELLY S KING
$10B - $50B
Banking
Related Companies
About Truist Bank
Truist is a North Carolina-based financial institution that provides personal and commercial banking products and services for individuals and businesses.
