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Posted: Monday, March 27, 2017 9:36 PM

Financial Advisor Associate : South FL:W434720
Available Locations: Miami, Ft. Lauderdale, Boca Raton, North Palm Beach, Vero, Sarasota, Ft. Myers, Naples, Lakeland/Winter Haven, Bonita Springs (FL)
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 needed to operate an optimal practice model.
Developing a book of business in order 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 and 66, insurance) : as needed mastering assessments, maintaining continuing education requirements and meeting minimum performance standards
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
Solid 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
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
Primary Location: FL:Miami Area
Work Locations: South Miami Building
5857 Sunset Drive
Miami 33143
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.
EEO Poster


• Location: Miami

• Post ID: 47657930 miami is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017