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 pro-active 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 one-on-one reviews & trainings with Financial Advisor teams.

• Provide support to the team’s External Consultants through travel, trainings, general advisor sessions.

• Provide support to the team’s 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, fast-paced environment, supporting over 1,000 Financial Advisor teams managing over $50B in client assets Bachelor Degree in Business, Finance, Economics or equivalent work experience.

• 3-5 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:

• 3-5 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 we’re always looking forward. Pursuing what’s next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we’re creating smarter and easier experiences for clients. It means we’re 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