Brokerage Financial Consultant
- Location
- Brentwood, TN
- Listed
- 3 days ago
About the role
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, you'll 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.
Need Help?
- Regular or Temporary: Regular
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
Job Summary
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
Essential Duties and Responsibilities
- 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.
- Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
- Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
- Assist clients with trades, requests for information, research, account problems, etc.
- Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
- Participate in the preparation for and delivery of client presentations and engagements.
- Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
- Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
Required Qualifications
- Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
- 4 years professional experience, including 1 year of experience in the securities industry.
- FINRA Series 7 and 66.
- Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
- Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications
- Willingness to pursue additional credentials in the wealth and investment fields.
Additional information
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 position.
Truist 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 Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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.
EEO is the Law E-Verify IER Right to Work
Equal opportunity and legal notices
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
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.
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.
From Truist's careers page, first listed on Rolev.ai on November 6, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Brokerage Financial Consultant job at Truist located?
This Brokerage Financial Consultant position at Truist is located in Brentwood, TN. Always check Truist's application page for specific state eligibility or relocation policies.
How do I apply for the Brokerage Financial Consultant position at Truist?
This listing links directly to Truist's Workday application page. You can apply directly on Truist's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.