Pittsburgh, Pennsylvania, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Client Servicing, Investment Research, Trade Execution, Financial Planning, SalesForce
Lee County, Florida, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Client Relationship Management, Consultative Selling, Financial Solutions, Consumer Lending, Loan Application Processing
Orange County, Florida, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Relationship management, Commercial banking, Loan origination, Portfolio management, Financial advice
Philadelphia, Pennsylvania, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Wealth Management, Client Relationship Management, Financial Planning, Business Development, Credit Knowledge
Miami-Dade County, Florida, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Wealth Management, Client Relationship Management, Financial Planning, Business Development, Credit Analysis
Carteret County, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Branch Management, Business Development, Coaching, Risk Management, Human Capital Management
Memphis, Tennessee, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Client Relationship Management, Consultative Selling, Financial Solutions, Consumer Lending, Risk Management
Fayetteville, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Sales, Mortgage Marketing, Residential Lending, Negotiation, Interpersonal Communication
Norfolk, Virginia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Investment Advice, Client Relationship Management, Financial Strategy, Securities Sales, Insurance Sales
Fairfax County, Virginia, United States · On-site
$240k–$270k/yr
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Wealth management, Relationship management, Business development, Financial planning, Credit analysis
Blacksburg, Virginia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Sales, Marketing, Residential Lending, Negotiation, Interpersonal Communication
Atlanta, Georgia, United States · On-site
$130k–$170k/yr
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: AI/ML Platform Engineering, Generative AI, MLOps, Terraform, AWS
Apollo Beach, Florida, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Marketing, Residential Lending, Sales, Negotiation, Interpersonal Communication
Winston-Salem, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Sales, Mortgage Marketing, Residential Lending, Client Relationship Management, Negotiation
Boca Raton, Florida, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Mortgage Sales, Mortgage Marketing, Residential Lending, Negotiation, Interpersonal Communication
Brentwood, Tennessee, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Consultative Sales, Technical Support, Financial Planning, Client Relationship Management, Investment Analysis
Cobb County, Georgia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: ABL Origination, Deal Qualification, Due Diligence, Risk Mitigation, ABL Syndication
Pigeon Forge, Tennessee, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Cash Handling, Client Relationship Building, Sales, Interpersonal Communication, Microsoft Office
Atlanta, Georgia, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Financial Analysis, Risk Assessment, Credit Structuring, Commercial Real Estate Underwriting, Portfolio Management
Chapel Hill, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Sales Leadership, Coaching, Relationship Management, Financial Analysis, Risk Management
Pittsburgh, Pennsylvania, United States • On-site
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Provide comprehensive administrative and operational support to Financial Advisors, including managing client trades, transactions, and calendars. Assist in business development by identifying sales opportunities and ensuring accurate submission of new business paperwork.
Requires a Bachelor's degree or equivalent experience and mandatory FINRA SIE, Series 7, and Series 66 licenses. Candidates should have experience in the securities industry and proficiency in brokerage account operations.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)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. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such as quotes and news, as well as trading and order features such as GTC expiration dates and settlement.
3. Process corporate actions where a license is warranted, such as tender offers, optional dividends and the exercise of warrants and rights.
4. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events 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.
5. Manage the financial advisor's calendar to maximize the appointments' productivity by minimizing travel time and anticipating the time frame required for presentation and answering of questions.
6. Maximize sales opportunities by contacting potential investment clients based on internal and bank leads. Use product and industry knowledge to identify existing client, account, and product attributes that present sales potential.
7. Provide operational guidance to Financial Advisors ranging from systems navigation to document fulfillment.
8. Ensure new business paperwork is accurately successfully submitted. This includes preparing forms to be presented to clients, obtaining appropriate signatures, submission and follow-up of new account documentation.
9. Mitigate risk through appropriate authentication standards. This includes the authentication of incoming and outgoing client calls. Required to perform authentication callbacks for high risk transactions, such as third party distributions, profile changes and wires.
10. Maintain a professional environment and create a positive impression.
11. Submit and process certain operational requests as instructed by the Financial Advisor and/or client. These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks.
12. 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.
13. May assist with physical branch location needs, such as opening, closing, general requests for maintenance or service.
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 or equivalent experience and related training.
2. Experience in the securities industry and/or a sales assistant role.
3. Knowledge of securities markets and brokerage accounts.
4. Knowledge of the features and attributes of annuity products.
5. FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7 and Series 66 licenses.
6. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
7. Effective time management skills.
8. Ability to communicate effectively and professionally with clients, managers and other teammates.
9. Ability to evaluate, assimilate and utilize detailed and complex written and verbal technical information.
10. Ability to work in a self-directed fashion.
11. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Three years of experience in the securities industry.
2. Previous sales and/or banking experience.
3. Bachelor's degree in business, accounting, finance, banking or equivalent education and related training.
4. Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.
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.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
