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Posted: Friday, March 10, 2017 1:07 PM

STIS Financial Advisor:W434980
Provides investment advice primarily on fixed income, mutual fund, insurance, and annuity investment products. Advises 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. Maintains required licenses and ensures that appropriate continuing education requirements are met where needed.
Generates business from internal and external referral sources. Eligible for internal client referrals from Retail LOB (single branch). Due to more accessibility, eligible for enhanced product offering.
Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
Basic Requirements:
* Series 7 registration required
* Series 66 or Series 63 and 65 registrations required
* Insurance licenses required to sell Life Insurance, Health Insurance, Fixed Annuities and Variable Annuities
Primary Location: FL:Pinellas County
Work Locations: Tarpon Springs Branch/Office
203 East Tarpon Avenue
Tarpon Springs 34689
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: Tampa

• Post ID: 30585073 tampa 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