Advice & Planning Strategic Consultant III

Truist Financial
Atlanta, Charlotte
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryEducation: bachelorsSkills: ["Communication","Coaching","Organization","Adaptability","Leadership"]

Formulate and execute an Advice & Planning strategy, strengthening teammates’ ability to deliver client advice with consistent quality, execution excellence, and relevance over time. Lead and coordinate group initiatives, provide thought leadership on advice delivery, and coach Wealth leaders to integrate advisory processes and tools. Drive business operations and process excellence, scale scalable workflows, and design metrics and reporting to interpret outcomes and evolve strategy.

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Truist Financial
Truist Financial
15 hours ago

Advice & Planning Strategic Consultant III

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Last checked: 15 hours agoStatus: Live

Job Summary

Formulate and execute an Advice & Planning strategy, strengthening teammates’ ability to deliver client advice with consistent quality, execution excellence, and relevance over time. Lead and coordinate group initiatives, provide thought leadership on advice delivery, and coach Wealth leaders to integrate advisory processes and tools. Drive business operations and process excellence, scale scalable workflows, and design metrics and reporting to interpret outcomes and evolve strategy.
Location: Atlanta, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Lead and coordinate strategy and execute initiatives according to Advice & Planning Group priorities.
  • •Provide thought leadership and innovation on advice delivery resources through creation and editing.
  • •Coach Wealth leaders and teammates to integrate relationship advisory process and tools, including the Elements of Wealth.
  • •Coordinate and execute business operations and process excellence, including business planning, business continuity, and operations manuals.
  • •Design, manage, and interpret metrics and reporting for advice and planning to determine strategy changes.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor's Degree.
  • •Expert written, oral, and presentation communication skills.
  • •Ability to coach Wealth leaders and teammates in one-on-one and group settings.
  • •Ability to work as a lead team member in a matrix environment with project and process expectations.
  • •Define and lead execution of business objectives and adapt quickly as priorities shift.
Experience:Wealth planningAdvisoryStrategyProcess improvementContent development
Education:Bachelor's
Skills:CommunicationCoachingOrganizationAdaptabilityLeadership
Certifications:CFPCPACFAChFC
Languages:English
Tech Stack:PowerPointExcelAdobe AcrobatWord

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