Financial Consultant, Truist Investment Services, Jacksonville, FL

Provide consultative sales and technical support to Financial Advisors, assisting with client needs and sourcing new prospects. You will analyze client goals and risk tolerance to recommend investment products and services, manage client relationships, and participate in client presentations and sales efforts.

• Analyze client goals, objectives, and risk tolerance
• Recommend investment products and services
• Assist clients with trades, requests, and research
• Provide client relationship management support
• Participate in client presentations and engagements
• Assist in developing and maintaining securities and insurance sales