Investment Adviser Career Center

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't 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: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and...

Job Description: Investment Management Consultant II Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.   The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. Minimum of 4 years of previous financial services experience Bachelor’s degree or equivalent experience; Professional designation (CFP) preferred. Deep understanding of managed account industry and Fidelity’s managed offerings. Broad-based knowledge and understanding of general financial planning concepts, including managed solutions. Demonstrated customer...

Job Description: Investment Management Consultant II Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.   The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. Minimum of 4 years of previous financial services experience Bachelor’s degree or equivalent experience; Professional designation (CFP) preferred. Deep understanding of managed account industry and Fidelity’s managed offerings. Broad-based knowledge and understanding of general financial planning concepts, including managed solutions. Demonstrated customer...

Job Description: Investment Management Consultant II Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.   The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. Minimum of 4 years of previous financial services experience Bachelor’s degree or equivalent experience; Professional designation (CFP) preferred. Deep understanding of managed account industry and Fidelity’s managed offerings. Broad-based knowledge and understanding of general financial planning concepts, including managed solutions. Demonstrated customer...