Financial Consultant, Investment Services, Winter Park, FL
Job in
Winter Park, Orange County, Florida, 32792, USA
Listing for:
Truist
Full Time
position
Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly
USD
80000.00
100000.00
YEAR
Job Description & How to Apply Below
Position: Financial Consultant, Truist Investment Services, Winter Park, FL
ESSENTIAL DUTIES AND RESPONSIBILITIES
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.
Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.Consult 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.QUALIFICATIONS
Required Qualifications: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 Qualifications:Willingness to pursue additional credentials in the wealth and investment fields.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.
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