Investment Consultant

Job Description:Investment Consultant

This position involves assisting Investment Consultant through consultative, sales, and technical aid, engaging in strategic planning, overseeing client relationships, and implementing the team's value proposition with precision.

Benefits:

• Employees working 20 hours or more per week may qualify for the following benefits:
• Insurance packages for medical, dental, vision, and life support
• Disability coverage
• Accidental death and dismemberment insurance can offer a sense of reassurance and protection for individuals who engage in high-risk activities or occupations, knowing that they have financial support in the event of a tragic accident. It provides an added layer of security for unforeseen circumstances
• Tax-preferred savings accounts
• 401(k) plan
• The benefits package for employees includes paid holidays, as well as the entitlement to a minimum of 10 days of vacation in the first year, with adjustments made based on their duration of employment

Primary Obligations:

• Play a part in developing the strategy for the Financial Advisor team to facilitate revenue advancement.
• Assist clients and potential clients by evaluating their objectives, goals, and comfort level with risk in order to recommend and implement suitable investment products and services.
• Offer support to customers for trade transactions, information requests, research assistance, account troubleshooting, and general service inquiries.
• Guarantee consistent relationship oversight by participating in frequent evaluations, advisory consultations, and customer care efforts.
• Help prepare and present materials for client meetings and engagements.
• Aid the Advisor in the advancement and sustainability of profitable securities and insurance deals by utilizing networking, internal recommendations, and identified chances.
• Adhere to Truist's professional guidelines and meet the regulatory requirements established by FINRA and other overseeing bodies.

Qualifications:

• The minimum educational requirement for this position is a Bachelor’s degree in Business, Accounting, Finance, Banking, or a relevant field, or an equivalent level of education and professional experience.
• Candidates are expected to have accumulated a total of four years of work experience, with a dedicated period of one year in the securities sector.
• Holding the FINRA Series 7 and 66 credentials is compulsory.
• State health and life insurance licenses that are in accordance with the registrations of endorsed advisors.
• Expertise in organization, analytical thinking, problem-solving, interpersonal dynamics, and relationship building, showing adeptness in managing various facets of professional interactions.
• Competent in utilizing Microsoft Office software is advantageous.
• Deliberation towards pursuing supplementary industry qualifications in the field of wealth or investment management.

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