Advisor Development Program for aspiring Financial Advisors in the Greater Alabama Market
Responsibilities
Handles inbound inquiries from leads regarding Merrill offering
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, and servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately
Requirements
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The PubSec Account Executive is tasked with mastering SHI's value proposition to exceed revenue and profit goals by developing strategic sales approaches and cultivating relationships with both existing and new customers.
Compensation
The base salary range for this position is $50,000. The estimated on-target earnings, or OTE, which includes a base salary and commissions, are $125,000 - $250,000.
Responsibilities
Master SHI’s value proposition to consistently exceed revenue and profit goals, and develop penetrating sales strategies and pricing proposals.
Cultivate relationships with existing customers and establish new ones through targeted sales techniques, including cold calling, meetings, and networking.
Identify and create opportunities in the sales pipeline to achieve sales targets, develop business with existing customers, and establish new customers using targeted sales techniques.
Collaborate with sales management to identify and manage sales opportunities, aiming to meet or exceed quarterly and annual targets.
Build proactive partnerships with internal SHI support teams and external industry partners to drive business and maintain joint selling initiatives.
Lead paid social strategy and performance for a major client, driving growth across social, commerce and shopping-led activity.
Responsibilities
Own the commercial performance of paid social, including P&L, forecasting, scope planning and identifying opportunities for sustainable revenue growth.
Translate client business objectives into clear, actionable paid social strategies that deliver measurable performance.
Build trusted relationships with senior stakeholders across marketing, media and ecommerce.
Lead responses to new briefs and shape quarterly and annual business reviews that demonstrate the impact of social investment.
Identify opportunities across direct response, commerce and shopping-led activity to improve efficiency, effectiveness and growth.
Lead client service management, staff support, business development, and innovation for nonprofit accounting clients.
Compensation
Starting annual base salary is $135,000 to $150,000 for this full-time exempt position. Total compensation may increase with eligibility for various bonuses.
Responsibilities
Develop and implement workplans for new and existing clients
Ensure client service staff prepare and submit timely, accurate financial reporting
Oversee special projects and consulting work
Identify and implement transformational, value-added services
Build relationships with client leadership
Requirements
Bachelor's degree in accounting, finance, or a related field
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Responsibilities
Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs.
Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.
Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs.
Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.
Requirements
High school diploma or equivalent education
Nice to have: client relationship building
Nice to have: sales
Nice to have: advanced or complex branch transactions
Financial Planner responsible for building and growing a client portfolio through proactive business development and holistic financial planning advice.
Compensation
$60,000 - $70,000 CAD
Responsibilities
Build and grow client portfolio through proactive business development
Deliver holistic financial planning advice to clients
Use data and tech tools to analyze results and give smart advice
Leverage prospecting methods including cold calling, events, networking, and community engagement
Stay up to date with latest financial trends and best practices
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