Advice & Planning Strategic Consultant III

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

Formulate and execute an Advice & Planning strategy to improve teammates’ ability to deliver client advice. Lead initiatives aligned to group priorities, provide thought leadership through content creation and editing, and coach Wealth leaders on integrating advisory processes and tools. Drive business process excellence—including planning, continuity, and operations manuals—while scaling the model for capacity and overseeing metrics, reporting, and continuous strategy improvements.

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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 to improve teammates’ ability to deliver client advice. Lead initiatives aligned to group priorities, provide thought leadership through content creation and editing, and coach Wealth leaders on integrating advisory processes and tools. Drive business process excellence—including planning, continuity, and operations manuals—while scaling the model for capacity and overseeing metrics, reporting, and continuous strategy improvements.
Location: Atlanta, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Lead and coordinate Advice & Planning strategy and execute initiatives aligned to group priorities
  • •Provide thought leadership and innovation for advice delivery through creation and editing
  • •Coach Wealth leaders and teammates to integrate the relationship advisory process and related tools
  • •Coordinate 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 drive strategy changes

Pay and Benefits

Perks:Health InsuranceDentalVision401k

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 lead execution of business objectives and adapt quickly as priorities shift
  • •Experience with planning/advisory business, strategy, execution, coaching, org development, and/or content development (preferred 5+ years)
Education:Bachelor's
Skills:CommunicationCoachingLeadershipOrganizationAdaptability
Certifications:JDLLMMS in TaxationMSFSChFCCFPCPACFA
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