Financial Consultant

Welcome to Truist Financial, where we strive to provide our clients with comprehensive financial solutions and guide them towards a secure financial future. We are currently seeking a highly motivated and knowledgeable Financial Consultant to join our team and help us continue to exceed our clients' expectations. If you have a passion for finance and helping others achieve their financial goals, we want to hear from you. As a Financial Consultant at Truist Financial, you will have the opportunity to make a positive impact on our clients' lives by providing personalized financial advice and recommendations. We are looking for candidates who possess strong analytical skills, excellent communication abilities, and a deep understanding of financial products and services. If you are ready to take on a challenging and rewarding role in the financial industry, we invite you to apply for this exciting opportunity.

1. Provide exceptional customer service to clients by actively listening to their financial needs and concerns and offering personalized solutions.
2. Conduct thorough financial analysis for clients to assess their current financial standing and create a customized financial plan.
3. Educate clients on various financial products and services offered by Truist Financial and make appropriate recommendations based on their goals and risk tolerance.
4. Continuously stay updated on market trends, economic developments, and changes in financial regulations to provide accurate and relevant advice to clients.
5. Develop and maintain strong relationships with clients to ensure long-term satisfaction and retain their business.
6. Collaborate with other team members and departments to identify and pursue new business opportunities.
7. Adhere to all compliance and regulatory guidelines in the financial industry.
8. Meet and exceed sales targets and goals set by the company.
9. Assist in the development and implementation of marketing strategies to attract and retain clients.
10. Continuously improve knowledge and expertise in the financial industry by attending trainings, workshops, and seminars.

According to JobzMall, the average salary range for a Financial Consultant in Winston-Salem, NC, USA is $60,000 - $90,000 per year. However, salaries may vary depending on factors such as experience, education, and specific job duties.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.