Wealth Advisory Consultant
Wealth Advisory Consultant
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1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
If you have a disability and need assistance with the application you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries wont receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Essential Duties and Responsibilities:
Receive inbound requests on team phone queue on a daily basis (4 hrs/day) and accept proportion of team monthly call volume. Also accept and work proportion of team emails.
Arrange coverage for scheduled time out of the office.
Perform constructive outbound communications and support proactive initiatives.
Assist FA Teams with constructing and generation of client investment proposals
Assist FA Teams with investment advisory platform system navigation.
Be able to recommend appropriate investment options for specific client needs as presented by Financial Advisors.
Be able to review new and existing client investments to identify potential Investment Advisory opportunities.
Remain current with internal firm investment best thinking industry trends market events and available product sets.
Maintain working knowledge of related operational procedures including systematic service requests billing and coordination of resources and vendors to address issue resolution.
Schedule and conduct oneonone reviews & trainings with Financial Advisor teams.
Provide support to the teams External Consultants through travel trainings general advisor sessions.
Provide support to the teams other members and programs through travel trainings general advisor sessions.
Remain current with firm policies and apply to daily business.
Required 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.
Ability to be productive in a service oriented high volume fastpaced environment supporting over 1000 Financial Advisor teams managing over $50B in client assets Bachelor Degree in Business Finance Economics or equivalent work experience.
35 Years of experience in the financial or an equivalent industry.
Series 7 65 or equivalent security licenses
Excellent written and oral communication skills with ability to work outside the parameters of specific role
Limited travel (2 4 days per month)
Preferred Qualifications:
35 Years of experience in the Investments including building/managing client portfolios.
Experience with the Fidelity WealthScape and Envestnet systems or equivalent brokerage/advisory platform software.
Working knowledge of Microsoft Office applications
Hold or actively working toward industry designations (CFP CIMA CFA etc.)
Truist stands for better
Our relentless pursuit of better at Truist means were always looking forward. Pursuing whats next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means were creating smarter and easier experiences for clients. It means were connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing we speak up for those who may not be heard and we challenge the status quo. Every decision we make starts with this belief in better.
Touch. Technology. Trust
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart instill confidence and build deeper levels of trust with our clients
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any nontemporary position for which you apply based on fulltime or parttime status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
Contract
Employment Type
Full-Time
