Wealth Advisor Associate

Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Job Grade: 110 Review of job description: Responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to high net worth clients, identify new prospects, and develop new business. Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most complex relationships within Truist.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Assist multiple Wealth Advisors in a select geography. Responsible for proactively helping identify new Wealth prospects for the team, develop pitch books, developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals. Focus on identifying prospects for the Advisor teams to support business development efforts to include both internal and external partners. Participate in a "One Team" approach to deliver the full suite of Truist Wealth solutions. Continuously act as a culture champion aligned with Truist’s Purpose, Mission and Values. Work with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Stay updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Work within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices. Use sound judgment on expense and operational efficiency. Participate and complete all required in-person, on-line and virtual training sessions. It is expected that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate. Required Qualifications Bachelor’s degree with an overall minimum 3.0 GPA. Excellent networking, business development and relationship building skills. Strong work ethic, drive to succeed; competitive, self-motivated and results-oriented. Excellent verbal, written and presentation skills. Must successfully obtain and maintain the following licenses within the first 130 days: SIE, Series 7, 63, 65, Life, Health, Variable. Maintain FINRA licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable, Life, Health, and Variable insurance licenses. Must complete all required continuing education where needed. Ability to thrive and actively participate on a team. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check. Preferred Qualifications Bachelor's Degree in Business, Finance or Economics. Benefits 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 401(k) 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. 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. #J-18808-Ljbffr Truist