Suntrust Jobs in Orlando – Financial Advisor

Job Description:

Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients’ individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client’s needs.

Job Responsibilities:

• Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
• Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client’s best interests.
• Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
• Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
• Lead overall client relationship management strategies to deepen client connections and loyalty.
• Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
• Conduct investment product educational seminars for clients and prospects.
• Deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
• Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.

Job Requirements:

• Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
  FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
• Banking experience helpful
• Securities sales and client relationship management experience
• Bachelor’s degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
• Applicable state health and life insurance licenses.
• Competent skills in Microsoft Office software products
• Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

Job Details:

Company: SunTrust

Vacancy Type: Full Time

Job Location: Orlando, FL, US

Application Deadline: N/A

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