financial advisor

Confidential Government

<div>
 
 
 Position Summary:
 
 
 
 The Finance Advisor to the CEO serves as a trusted partner, providing strategic financial guidance, in-depth analysis, and risk assessments to support executive decision-making. This role bridges high-level strategy with detailed financial insight, ensuring the organization&rsquo;s fiscal health and alignment with long-term goals.
 
 
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 1. Strategic Financial Guidance
 
 <ul>
 <li>
 Advise the CEO on financial implications of business strategies, investment opportunities, and operational decisions.
 </li>
 <li>
 Support the development and execution of corporate strategy through data-driven insights.
 </li>
 <li>
 Evaluate new business ventures, mergers &amp; acquisitions, and partnership proposals.
 </li>
 </ul>
 
 
 
 
 2. Financial Planning &amp; Analysis
 
 <ul>
 <li>
 Oversee and interpret financial modeling, forecasting, and budgeting to inform strategic decisions.
 </li>
 <li>
 Monitor key performance indicators (KPIs) and track financial progress toward business objectives.
 </li>
 <li>
 Provide scenario analysis and sensitivity testing for major initiatives.
 </li>
 </ul>
 
 
 
 
 3. Risk Management
 
 <ul>
 <li>
 Identify, assess, and recommend mitigation strategies for financial and operational risks.
 </li>
 <li>
 Ensure compliance with financial regulations and corporate governance standards.
 </li>
 <li>
 Monitor macroeconomic trends and industry changes affecting the business.
 </li>
 </ul>
 
 
 
 
 5. Operational Excellence
 
 <ul>
 <li>
 Ensure alignment between financial priorities and business operations.
 </li>
 <li>
 Recommend improvements to financial systems, processes, and controls.
 </li>
 <li>
 Support the CEO in resource allocation and capital expenditure decisions.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Qualifications &amp; Requirements:
 
 
 <ul>
 <li>
 Education: Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA preferred.
 </li>
 <li>
 Experience: 15+ years in senior finance roles, preferably including exposure to strategic advisory or corporate finance.
 </li>
 <li>
 Proven track record in advising C-suite executives or Board members.
 </li>
 <li>
 Strong expertise in financial modeling, forecasting, and data analysis.
 </li>
 <li>
 Deep understanding of corporate strategy, investment evaluation, and risk management.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Competencies:
 
 
 <ul>
 <li>
 Strategic thinking with strong analytical skills.
 </li>
 <li>
 Business acumen and market awareness.
 </li>
 <li>
 Ability to influence and build trust at the highest organizational levels.
 </li>
 <li>
 Adaptability in fast-paced and changing environments.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 Key Performance Indicators (KPIs):
 
 
 <ul>
 <li>
 Accuracy and timeliness of financial insights and forecasts.
 </li>
 <li>
 CEO and Board satisfaction with strategic financial support.
 </li>
 <li>
 Contribution to successful execution of major business initiatives.
 </li>
 <li>
 Effective risk mitigation and compliance adherence.
 </li>
 </ul>
</div>

Financial Advisor

Northwestern Mutual

<div>Benefits: 
<ul><li>Retirement</li>
<li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul> 
Transition Your Sales Expertise into Financial Services with Northwestern Mutual - San Francisco! 
 
Why Sales Professionals Could Thrive Here: 
 
<ul><li>Leverage Your Client-Facing Expertise: Sales experienced individuals excel in building trust, presenting solutions, and guiding decision-making &mdash; the same skills that drive success in financial services when helping clients navigate important financial choices.</li>
<li>Build Long-Term Client Relationships: In sales, closing deals is key, but client relationships often end when the contract is signed. In financial services, you have the opportunity to foster ongoing, lifelong relationships, supporting clients through every stage of their financial journey.</li>
<li>See the Tangible Impact of Your Work: Just as you&rsquo;ve celebrated the wins of helping clients achieve their business goals, this career allows you to directly see how your guidance improves clients&rsquo; personal and financial well-being &mdash; both now and for years to come.</li>
<li>Unlock Greater Earning Potential: Transitioning into financial services offers a path where performance is rewarded not only with personal satisfaction but often with substantial financial growth and advancement opportunities.</li>
</ul>Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 
 
Meet Our Local Team: 
 
Giordano Salvetti &ndash; Financial Advisor/Growth &amp; Development Director: 
<ul>
<li>Time with NM: 5 years.</li>
<li>Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern.</li>
<li>Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fianc&eacute;e, whom he met at NM.</li>
</ul>Chris Andrews &ndash; Private Wealth Advisor: 
<ul>
<li>Time with NM: 18 years.</li>
<li>Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007.</li>
<li>Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.</li>
</ul>Christopher Welton, MBA, CFP &ndash; Wealth Management Advisor: 
<ul>
<li>Time with NM: 13 years.</li>
<li>Prior Experience: Founded and sold an online children&rsquo;s party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking.</li>
<li>Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.</li>
</ul>Doug Turner &ndash; Financial Advisor: 
<ul>
<li>Time with NM: 5 years.</li>
<li>Prior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands.</li>
<li>Passionate About: Native of the East Coast and Northwestern University graduate. Has lived in Japan and the UK, traveled extensively with his family, and enjoys Thursday trivia nights.</li>
</ul>Michael Byrne &ndash; Managing Partner: 
<ul>
<li>Time with NM: 18 years.</li>
<li>Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner.</li>
<li>Passionate About: Lives with his wife and their three children, and three King Charles Cavaliers&mdash;Ruby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.</li>
</ul>Position Responsibilities for a Financial Representative: 
<ul>
<li>Educate clients on financial planning and insurance options.</li>
<li>Provide excellent customer service and build lasting relationships.</li>
<li>Collaborate with a local supportive team.</li>
</ul>Position Requirements: 
<ul>
<li>Strong communication and interpersonal skills.</li>
<li>Goal-oriented with a desire to succeed.</li>
<li>Life insurance license and FINRA certifications (or willingness to obtain).</li>
</ul>Benefits: 
<ul>
<li>Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.</li>
<li>Income Potential: Competitive compensation structure including performance incentives, with no ceiling.</li>
<li>Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.</li>
<li>Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.</li>
<li>Retirement Benefits: Company-funded pension and contributions to PFGF&mdash;our version of a profit-sharing retirement plan designed to support your long-term financial future.</li>
<li>Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.</li></ul> 
 
 
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. 
Flexible work from home options available.</div>

Financial Advisor with Sales Background

CREDITCARE CREDIT MANAGEMENT LLC

Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to join our team. The ideal candidate will be responsible for providing financial planning and investment advice to clients, helping them achieve their financial goals.Key Responsibilities:<ul><li>Assess clients' financial needs and create tailored financial plans and negotiate with UAE Banks.</li><li>Provide installments plan advice and recommendations.</li><li>Build and maintain strong client relationships.</li><li>Stay up-to-date with UAE Banks Laws.</li><li>Conduct regular reviews of clients' portfolios and adjust strategies as needed.</li><li>Educate clients on financial products and services.</li><li>Collaborate with other financial professionals as needed.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree in Finance, Business, or a related field or Experience of 2 years .</li><li>Relevant certifications (e.g., CFP, CFA) preferred but not required.</li><li>Strong understanding of financial products and markets.</li><li>Excellent communication and interpersonal skills.</li><li>Ability to work independently and as part of a team.</li><li>Proven track record of meeting sales targets (preferred).</li></ul>What We Offer:<ul><li>Competitive salary and commission structure.</li><li>Professional development opportunities.</li><li>Supportive and dynamic work environment.</li><li>[ additional benefits, such as health insurance, ]</li></ul>How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and interest in the position via IndeedJob Types: Full-time, Permanent, FresherPay: AED3,000.00 - AED3,500.00 per month

Girls for Financial Advisor/ Sales Consultant

New York Life

<div>We&rsquo;re looking for experienced financial professionals to join our team dependable team.

Whether you&rsquo;re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there&rsquo;s no better place to work than New York Life Insurance Company. So if you&rsquo;re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help.

We are dedicated to prudent financial management and impeccable service.

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, annuities, and mutual funds. When you join our team, we help you build your practice and assist those in your community plan for their financial futures. We&rsquo;re looking for people who possess the following characteristics:

Highly self-motivated and self-disciplined with the ability to work effectively and independently.

Outgoing personality with the ability to develop relationships (i.e., &ldquo;People Person&quot;) and a sincere desire to help others.

Fearless, positive attitude and willingness to be accountable for results.

Organized, detail-oriented, and excellent time-management skills.

Desire for continuous learning.

Good communicator&mdash;you have excellent listening skills and the ability to explain complex information in a simple and concise manner.

Why New York Life?

From quality training programs to a competitive compensation package, we offer tremendous support to our financial professionals. Our dedicated teams at the General Office and the Corporate Office help our agents make a real impact for their customers and communities.

Our extensive, agent-focused resources include:

Our NYLIC University training program, designed to provide career-long support and growth for those interested in the management career path.

The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales.

Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents, are three highly-skilled teams providing advanced markets support.

Dedicated underwriters who work diligently on cases.

Committed managers who are dedicated to helping you succeed.

A team of highly-trained and experienced product consultants to support your client acquisition needs.

Significant income potential.

Competitive benefits.

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list.

We are among the strongest and most respected financial companies in America today, ranking #71 on the 2019 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA). For 65 consecutive years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. 


New York Life is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

SMRU 1827569 (Exp. 7/1/20)</div>

Financial Advisor/ Insurance Professional (Experienced)

<div>We&rsquo;re looking for experienced financial professionals to join our team. Whether you&rsquo;re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there&rsquo;s no better place to work than New York Life Insurance Company. So if you&rsquo;re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job description

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds

As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We&rsquo;re looking for people who possess the following characteristics:

Highly self-motivated and self-disciplined with the ability to work effectively and independently

Outgoing personality with the ability to develop relationships (i.e., &ldquo;People Person&quot;) and a sincere desire to help others

Fearless, positive attitude and willingness to be accountable for results

Organized, detail-oriented and excellent time-management skills

Desire for continuous learning

Good communicator&mdash;excellent listening skills and ability to explain complex information in a simple and concise manner

Why New York Life?

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.

Our extensive, agent-focused resources include:

Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path

The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales

Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support

Dedicated underwriters who work diligently on cases

Committed managers who don&rsquo;t sell; instead they&rsquo;re dedicated to helping you succeed

A team of highly-trained, experienced product consultants to support your client acquisition needs

Significant income potential

Substantial benefits, including a defined benefit pension plan and 401k1

About New York Life

We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard &amp; Poor&rsquo;s (AA+); A.M. Best (A++); Moody&rsquo;s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency

EOE M/F/D/V/SO

SMRU 1708927 (Exp.07.01.2019)

1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.</div>

Bilingual Insurance Agent/Financial Advisor (South Asian market speaking Hindi, Urdu and Punjabi)

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul>
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill Office

Truist

<div>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 will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
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).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)<div>
Please review the following job description:</div>
JOB SUMMARY 
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
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.
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&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;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.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify</div>

Financial Consultant, Truist Investment Services, Orlando, FL

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