Wealth Advisor Associate

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Relationship building","Presentation","Verbal communication","Written communication","Results orientation"]

Support multiple Wealth Advisors to deliver advice and solutions for high net worth clients, proactively identify new prospects, and grow business through needs-based service. Partner with advisor teammates to coordinate integrated wealth management advice using personal financial planning concepts across Truist Wealth solutions. Serve as a culture champion, build relationships with centers of influence, stay current on economic and legal trends, and operate within audit, compliance, and regulatory controls.

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Truist Financial
Truist Financial
1 week ago

Wealth Advisor Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Support multiple Wealth Advisors to deliver advice and solutions for high net worth clients, proactively identify new prospects, and grow business through needs-based service. Partner with advisor teammates to coordinate integrated wealth management advice using personal financial planning concepts across Truist Wealth solutions. Serve as a culture champion, build relationships with centers of influence, stay current on economic and legal trends, and operate within audit, compliance, and regulatory controls.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Assist multiple Wealth Advisors to help identify new wealth prospects for the team and develop pitch books.
  • •Coordinate comprehensive wealth management advice by using personal financial planning and advisory concepts across Truist Wealth solutions.
  • •Support business development efforts by identifying prospects and engaging internal and external partners.
  • •Actively participate in a One Team approach to deliver the full suite of Truist Wealth solutions.
  • •Maintain legal, operating, and regulatory controls to manage risk and ensure a compliant portfolio; stay current on market, economic, and legal trends impacting clients.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

  • •Bachelor’s degree required with an overall minimum 3.0 GPA.
  • •Strong networking, business development, and relationship-building skills.
  • •Obtain and maintain required licenses within the program timeframe, including SIE and Series 7, 63, 65, and applicable Life, Health, and Variable insurance licenses.
  • •Maintain FINRA and continuing education licensing requirements as applicable, including transfer/acquisition timelines from the start date.
  • •Be SAFE Mortgage Licensing Act compliant within 30 days of employment (including new or transfer of registration and applicable NMLS background check).
Education:Bachelor's in Business, Finance or Economics
Skills:Relationship buildingPresentationVerbal communicationWritten communicationResults orientation
Licenses:SIESeries 7Series 63Series 65Series 66LifeHealthVariable insuranceFINRA
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn