STIS Investment Associate

Local Jobs Truist Financial
  • United States, Charlotte, NC 28269 View on Map
  • Post Date: June 18, 2020
  • Apply Before : July 18, 2020
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Job Description

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?


Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing
Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.


Regular or Temporary:

Regular


Language Fluency:
English (Required)


Work Shift:

1st shift (United States of America)


Please review the following job 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 Investment Services Group/Area Operations Manager. Works with less direction and handles more duties. Fully proficient in all brokerage desktop tools & procedures.

Basic Requirements: – The employee will have very strong written and oral communication skills, be detail oriented and able to juggle multiple priorities. – Must have FINRA Series 7, 63, 65 (or 66) Licenses, and the Securities Industry Essentials (SIE) Exam as applicable or acquire them within 300 days from your start date. – Strong customer service and communication knowledge. – Proficiency in brokerage desktop tools and procedures. – 4 years professional administrative experience, including 1 year of experience in the securities industry. Preferred Requirements: – Life and Health Insurance license. – 3 years of experience in the financial services or securities industry.


Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify


Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

 

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