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Job Title: STIS Inv Consultant 1

Company Name: SunTrust
Location: LaGrange , GA
Profession: Commercial/Corporate Banking Services

Job Description:











Duties and Qualifications
 Provides investment advice primarily on fixed income, mutual fund, insurance, and annuity investment products.  Consults clients and prospective clients with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the clients needs and then sells those products and services as appropriate. Also, responsible for the continued counsel and advice for accounts with existing clients.  Highly organized individual with knowledge of essential systems, policy and procedures, and investment products and services including basic financial planning and asset allocation techniques.   Responsible for ensuring that all business transactions and practices in the individuals span of control comply with all regulations and the SunTrust Code of Conduct.  New hires must fulfill all license and registration minimum requirements within 6 months of hire date, otherwise they are subject to termination.
Generates business primarily from internal referral sources.  Eligible for internal client referrals from Retail LOB (multiple branches).

Minimum Requirements: Series 7, and 66 or equivalent registrations are required.  Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities.

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