Experience:
5+ years of experience
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Employment Type:
Full time
Posted:
7/25/2017
Job Category:
Customer Service
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Investment Associate, SunTrust Advisory Services (Atlanta, GA)
Suntrust Banks, Inc. | Atlanta, Georgia
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Job Description

Investment Associate, SunTrust Advisory Services (Atlanta, GA)-W438395

Description

Supports one or more Financial Advisor or Private Financial Advisor (Advisors). Works closely with Advisor(s) to meet the needs and objectives of the client(s). Assists customers with trades (if licensed), requests for information, research, account problems etc. - all types of customer service. Assist with all operational requests. Utilizes tools and resources to help Advisor(s) with the growth of their business. Complies with all compliance & risk management policies and procedures associated with the role. Reports to the STIS Group/Area Operations Manager.

May work independently or with advisor servicing client accounts directly to consult clients and prospective clients with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the client's needs and then sells those products and services as appropriate. Takes on additional Operations functions for the group as assigned by manager.

Qualifications

Basic Requirements:

• Fully proficient in all brokerage desktop tools & procedures.
• Series 7, 63 and 65 (or 66) licenses.
• Minimum 4 years of experience in the securities industry.
• Strong customer service and communication skills.

Preferred Requirements:

• 3 years of direct experience.
• Sales related experience.
• Life and Health Insurance license

Job:Private Wealth Management
Primary Location: GA-Atlanta Area
Work Locations: Garden Offices

303 Peachtree Center Avenue

Atlanta 30303

Schedule:Full-time

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 origin, age, disability, veteran status, pregnancy, marital status, citizenship status, sexual orientation, gender identity, genetic information, or any other classification protected by applicable laws.

To review the EEO Poster, copy and paste the following link into your brower: http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf http://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

About Suntrust Banks, Inc.

SunTrust Banks, Inc. (SunTrust) primarily operates as a financial services holding company. Through its principal banking subsidiary, SunTrust Bank (the Bank), the Company provides deposit, credit, and trust and investment services. Through its subsidiaries, SunTrust also provides mortgage banking, credit-related insurance, asset management, securities brokerage and capital market services. The Company operates in five business segments: Retail, Commercial, Corporate and Investment Banking (CIB), Wealth and Investment Management, and Mortgage. The Bank operates primarily in Florida, Georgia, Maryland, North Carolina, South Carolina, Tennessee, Virginia and the District of Columbia. SunTrust provides clients with a selection of technology based banking channels, including the Internet, automated teller machines (ATMs), personal computers and around-the-clock telebanking. In May 2008, SunTrust completed the acquisition of GB&T Bancshares, Inc.

This company profile was created by AfterCollege and is about Suntrust Banks, Inc.. This page is not endorsed by or affiliated with Suntrust Banks, Inc.. For questions regarding company profiles, please email: care@aftercollege.com.