Sales And Client Services Investment Associate

Truist Financial Corp Bethesda , MD 20813

Posted 2 months ago

Job Description: :

Specific information related to the position is outlined below. To apply, click on the button above.

You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Supports one or more Financial Advisor or Private Financial Advisor (Advisors).

Works closely with Advisor(s) to meet the needs and objectives of the client(s). Assists customers with trades (if licensed), requests for information, research, account problems etc. - all types of customer service. Assist with all operational requests.

Utilizes tools and resources to help Advisor(s) with the growth of their business. Complies with all compliance & risk management policies and procedures associated with the role. Reports to the STIS Group/Area Operations Manager.

Works with less direction and handles more duties. Fully proficient in all brokerage desktop tools & procedures.

Basic Requirements:

  • Series 7, 63 and 65 (or 66) licenses.

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

  • Strong customer service and communication skills.

    Preferred Qualifications:
    - 3 years experience in the financial services or securities industry.
  • Life and Health Insurance license

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country.

You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country.

You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.



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Sales And Client Services Investment Associate

Truist Financial Corp