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Financial Consultant (Boca, FL)
Suntrust Banks, Inc. | Boca Raton, Florida
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Job Description

Financial Consultant (Boca, FL)-W443244


Supports an STIS Advisor (Investment Consultant/Private Financial Advisor /Private Wealth Advisor) who has a minimum of $1.5MM annual production. Assists customers with trades, requests for information, research, account problems etc. Works closely with Advisors to meet the needs and objectives of the customer. Consults 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. Also responsible for the continued counsel and advice for accounts with existing clients. 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 are subject to termination.

Works with less direction and handles more complex duties. May work with accounts / clients independently.

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.


Minimum Qualifications:

• 4 years professional administrative experience, including 1 year of experience in the securities industry.

Preferred Qualifications:

• Series 7 and 66 registrations, or equivalent.

• Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities.

• Jurisdictional registrations must match that of the advisor(s) supported.

• College degree

Job:Private Wealth Management
Primary Location: FL-Boca/Delray Area
Work Locations: One Town Center - Boca

5350 Town Center Rd. Suite 200

Boca Raton 33486


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.