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5 years working in risk and regulatory compliance within the banking, capital markets and/or insurance industries (including thorough knowledge of the Basel Accord, Dodd Frank, FBO, FINRA, SEC, FinCEN, OCC, FDIC, CCAR, etc.
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FINRA Series 7, Series 66 (preferably) or Series 63, and Virginia Life and Health Insurance licensing. Free Life Insurance. Additional professional designations preferred, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and/or Chartered Retirement Planning Counselor (CRPC.
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A respected manager and a trusted advisor to clients especially within banking, capital markets, insurance, Life Sciences, Products, Communications and High tech or Software and Platform companies.
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Active FINRA series 7, 66 (or 63 and 65) and Ohio Life and Health Insurance licenses required. Specialist for investments, trusts, financial planning, and life insurance in local market.
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FINRA Series 6/63 and state Life/Health Insurance licensures. Knowledge in the annuity or life insurance wholesaling space in the financial service industry. Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
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A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
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Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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Active FINRA licenses must be transferred within 60 days of job entry date. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
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Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services.
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Minimum of two years of experience working with mass affluent clients dealing with banking, investments, financial planning, insurance or lending. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
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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. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
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Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
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Serve as the primary relationship manager for a portfolio of mass affluent clients. Minimum of five years of retail banking experience working with clients dealing with banking, investments, and retail lending.
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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.
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