SunTrust: Financial Advisor Associate – Melbourne and Orlando – Orlando, FL

Author - June 1, 2016

The Financial Advisor Training Associate role is a 24-month development program for professionals who wish to build a wealth management business and become a SunTrust Financial Advisor (FA). Training associates will participate in a combination of formal and on the job training (supported by a dedicated mentor) learning to identify client needs, develop relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and the business management skills required to operate an optimal practice model.

  • Developing a book of business to meet and exceed the required performance hurdles
  • Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of SunTrust to the client
  • Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan
  • Completing required training, obtaining industry licenses (Series 7 & 66, insurance) – as needed mastering assessments, maintaining continuing education requirements and meeting minimum performance standards

Job: Brokerage
Primary Location: FL-Orlando / Central FL Area
Work Locations: Lake Washington Branch

Schedule: Full-time

Qualifications of Financial Advisor

  • Requirements:
  • Knowledge, Education, Certification, Licenses
    • Series 7 and 66, insurance (preferred, not required)
    • College or advanced degree preferred
  • Skills / Abilities
    • Great networking, business development, and relationship building skills
    • Robust sales and analytical aptitude.
    • Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented.
    • Demonstrated ability to develop and cultivate relationships. Proven ability to communicate both orally and in writing; proven organizational skills
  • Experience
    • ≥ 1 year outside/inside sales or business development experience and affiliation with a FINRA Registered Firm; proven performance in previous role; or ≥ 2 years entrepreneurial work or U.S. Military experience

Equal Opportunity Employer

SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, disability, veteran status or other classification protected by law.

Job Title : Financial Advisor Associate
Primary Location: FL-Orlando / Central FL Area
Work Locations: Lake Washington Branch
Type : Full Time

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Financial Advisor Associate in SunTrust - Melbourne and Orlando