Wealth Brokerage Associate - Temporary jobs at Truist in United States, Virginia Beach

Regular or Temporary:

English (Required)

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.
1. Professionally greet clients via telephone and those entering the branch and provide timely and effective assistance or direct them to proper branch personnel.
2. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perform maintenance of client records.
3. Help keep track of upcoming client appointments, task follow-up, IRM referrals, etc.
4. Assist Financial Advisor with marketing requests and event planning.
5. Set up and maintain necessary files and records as determined by the Financial Advisor.
6. Work in coordination with the Financial Advisor to ensure certain reports are reviewed and addressed, such as insufficient funds for periodic distributions and RMDs not met.
7. Assist Financial Advisor with any other special projects as they arise.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education and related training.
2. Excellent verbal and written communication skills.
3. Ability to use office equipment as required (copier, fax, etc.)
4. Demonstrated attention to detail and strong organizational skills.
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:
1. Currently enrolled in an associate or bachelor’s degree program in business, accounting, finance, or banking.
2. Knowledge of securities markets and brokerage accounts.

Regular or Temporary:

English (Required)

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.

1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

2. 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.

3. Assist clients with trades, requests for information, research, account problems, etc.

4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

5. Participate in the preparation for and delivery of client presentations and engagements.

6. 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.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 4 years professional experience, including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Willingness to pursue additional credentials in the wealth and investment fields.