Wealth Advisory Consultant
Truist
full-time
Posted on:
Location Type: Office
Location: Atlanta • North Carolina • United States
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About the role
- Support Truist Wealth Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform
- Receive inbound requests on team phone queue
- 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
- Recommend appropriate investment options for specific client needs
- Review new and existing client investments for Investment Advisory opportunities
- Maintain working knowledge of related operational procedures
- Schedule and conduct one-on-one reviews & trainings with Financial Advisor teams
- Provide support to External Consultants
Requirements
- 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
- Ability to be productive in a service oriented, high volume, fast-paced environment
- Limited travel (2 – 4 days per month)
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401(k) plan
- Paid vacation days
- Paid sick days
- Paid holidays
- Defined benefit pension plan
- Restricted stock units
- Deferred compensation plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment proposalsinvestment advisoryclient investmentsasset management consulting
Soft Skills
written communicationoral communicationservice orientationproductivityproactive initiatives
Certifications
Series 7Series 65