Wealth Advisory Consultant

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Wealth Advisory Consultant is responsible for supporting Truist Wealth Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform.  This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager.  The ICG team is comprised of teammates with varied financial services industry backgrounds.  The candidate will be able to gain a broad base of knowledge in working with a number of different internal teams.

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

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 position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred 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 full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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 non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

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