Client Advisory Center Financial Advisor (Atlanta, GA)SunTrust Banks Inc. - Atlanta, GA
Client Advisory Center Financial Advisor (Atlanta, GA)
Provides investment advice in a call center environment with an assigned book of business. Consults with clients to uncover needs and provide opportunities to add value. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment portfolio. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the SunTrust Code of Conduct. New hires must fulfill all license and registration minimum requirements within 6 months of hire date; otherwise they may be subject to termination. Series 7, and 66 or equivalent registrations are required. Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities.
Handles more complex inbound service calls from customers independently while looking for sales referral opportunities. Resolves customer problems and complaints. Subject matter expert on bank/LOB products. Conducts research on moderately complex customer issues; interprets policies and procedures; may act as a working leader. Assists with the training of less experienced Service Reps in his/her own subject area of expertise.
5 years retail brokerage or securities industry experience
Strong communications, sales, presentation, and organizational skills with an emphasis on proactive outbound calling
Demonstrated understanding of basic financial planning and asset allocation techniques
Sufficient knowledge of essential systems to assist in trade execution
Highly organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and asset allocation techniques
Series 7, and 66 or equivalent registrations are required
Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
Undergraduate degree in business, accounting, or related field
Equal Opportunity Employer: SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. SunTrust does not discriminate against individuals on the basis of race, creed, color, gender, religion, national originTo review the EEO Poster, copy and paste the following link into your browser: http://www1.eeoc.gov/employers/upload/eeoc
SunTrust Banks Jobs
11 days 1 hour ago
applyClient Advisory Center Financial Advisor (Atlanta, GA) SunTrust Banks Inc. - Atlanta, GA, United States
SunTrust Banks, Inc., with total assets of $172.4 billion on March 31, 2013, is one of the nation's leading financial services holding companies. Through its flagship subsidiary, SunTrust Bank, the company provides deposit, credit, trust and investment services to a broad range of retail, business and institutional clients. Other subsidiaries provide mortgage banking, asset management, securities brokerage, and capital market services.
Jobs You Might Also Like
View More Jobs in Atlanta, GA:
- View More Jobs in Atlanta, GA
- More Client Advisory Center Financial Advisor (Atlanta GA) Jobs in Atlanta, GA
- More Accounting Jobs in Atlanta, GA
- More SunTrust Banks Inc. Jobs in Atlanta, GA
View More Jobs in Georgia:
- View More Jobs in Georgia
- More Client Advisory Center Financial Advisor (Atlanta GA) Jobs in Georgia
- More Accounting Jobs in Atlanta, GA
- More SunTrust Banks Inc. Jobs in Georgia