Brokerage Portfolio Management Officer

Req ID: R0048593The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email toAccessibilityor call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Responsible for researching, crafting and implementing investment solutions and strategies using both advisory and non-advisory programs and products for the clients of a Financial Advisor team. Provide leadership to the Financial Advisor team, contributing to the short- and long-term strategic planning and overall investment knowledge of the team.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

Develop and execute cohesive investment strategies for clients that employ asset allocation, security selection and periodic rebalancing, utilizing both advisory and commission-based solutions, as needed to produce solutions customized to align with the specific goals and objectives of the client.

Work closely with Wealth product managers to have a clear understanding of all available investment options and programs.

Work in conjunction with financial planning tool analyses to assess proper asset allocation and security selection for both prospects and existing clients.

Monitor investment performance of individual clients and conducts quarterly/annual performance reviews with Financial Advisors.

Construct and present security recommendations for prospective clients.

As needed, create models employed by the Financial Advisor team designed to use across the client base with the flexibility to be adapted to individual clients.

Monitor the ongoing performance of the models and their underlying investments (e.g. third-party managers, mutual fund and ETFs).

Create documentation regarding security selection and investment recommendations.

QualificationsRequired Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Bachelor's degree or equivalent education, training and work-related experience

Financial Industry Regulatory Authority (FINRA) Series 7, 66 (or 63/65) and insurance licenses

Demonstrated knowledge of advisory products and asset allocation techniques

Strong writing and presentation skills

Ability to effectively present information to top management, public groups, and/or boards of directors

Demonstrated proficiency in basic computer applications such as Microsoft Office products

Preferred Qualifications:Willingness to pursue additional credentials such as the Certified Financial Analyst Designation (CFA)

Certified Investment Management Analyst (CIMA) or other relevant training

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify© 2017 SunTrust Banks, Inc. All rights reserved.SunTrust is federally registered service marks of SunTrust Banks, Inc.