Wealth Advisory Support Consultant

Truist

Wealth Advisory Support Consultant managing policies, governance activities, and client advocacy within Truist Wealth. Collaborating with stakeholders and providing operational support across Wealth Advisory initiatives.

Posted 6/26/2026full-timeAtlanta • Florida, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $74,660 - $134,380 per yearWebsite

About the role

Key responsibilities & impact

Maintaining Wealth Advisory policies and procedures
Coordinating audit, risk, and governance activities
Supporting client advocacy inquiries and resolutions
Managing Wealth Exception Panel process
Primary contact for Wealth policy-related requests
Leading Wealth Advisory Support strategic initiatives
Providing execution and operational support for leadership
Collaborating with cross-functional partners
Defining problems and organizing strategic approaches
Establishing relationships with stakeholders
Delivering consistent communication processes
Engaging in Wealth-wide strategic initiatives

Requirements

What you’ll need

5+ years Wealth management experience
Excellent organizational skills
Knowledge base with emphasis on accuracy and detail
Flexible; able to adapt to change
Excellent interpersonal and change management skills
Excellent oral and written communication skills
Ability to travel, occasionally overnight

Benefits

Comp & perks

Medical, dental, and vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan eligibility
Restricted stock units eligibility
Deferred compensation plan eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

organizational skillsinterpersonal skillschange management skillsoral communication skillswritten communication skillsflexibilityproblem-solvingrelationship buildingstrategic thinkingcollaboration