CAC Financial Advisor
CAC Financial Advisor
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Job Description
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 youll 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.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Provides investment advice in a virtual 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 clients individual needs using a wide range of investment solutions to help build an investment portfolio. Responsible for partnering with Premier leadership and Premier Advisors to ensure referral flow of qualified Premier clients. Responsible for ensuring that all business transactions and practices in the individuals span of control comply with all regulations and the Truist Code of Conduct.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.
Responsible for partnering with Premier leadership and Premier Advisors to ensure referral flow of qualified Premier clients. As leader of a CAC Pod the FA 3 will ensure Premier referral flow delivers perfect client experience and deep partnership with Premier advisors.
Delivers education and training to assigned Premier partners about the value of CAC and CAC solutions focused on mass affluent clients.
Handles inbound calls from clients independently while looking for sales opportunities.
Answers client questions within set standards.
Consults with clients to uncover needs and provide opportunities to add value through holistic financial management.
Demonstrates how particular investment solutions match clients individual needs using a wide range of investment solutions to help build an investment strategy for clients.
Leverage technology to interact with clients for communication portfolio strategy and display.
Responsible for ensuring that all business transactions and practices in the individuals span of control comply with all regulations and the Truist Code of Conduct
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 Financial Advisors in his/her own subject area of expertise.
Work on small groups (pods) of Financial Advisors focused on partnership with Premier Bankers Preferred Advisors and Retail Banking leadership to facilitate training and referrals into the team. May have an individual book of business.
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.
8-20 years of retail brokerage or securities industry experience.
Strong communications sales presentation and organizational skills with an emphasis on proactive outbound calling.
Demonstrated leadership and partnership skills in a matrix environment. Inspire others for excellence and focus on delivering exceptional client experience.
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
Undergraduate degree in business accounting or related field.
Preferred Qualifications:
MBA CFP CFA CIMA
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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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 LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
