Advice & Planning Strategic Consultant III

Truist • Orlando, FL

1d

About The Position

Formulate a viable Advice & Planning strategy and support Truist by increasing teammates’ capability, confidence, and capacity to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model, emphasizing impact, quality, executional excellence, consistency, and long-term relevance. Facilitate a learning organization that continually advances the strategy and execution of advice and planning.

Requirements

• Bachelor’s degree.
• Expert and innovative written, oral, and presentation communication skills.
• Ability to coach Wealth leaders and teammates one-on-one and in group settings.
• Ability to work as a lead team member in a matrix environment, particularly regarding project and process expectations.
• Ability to define and lead execution of business objectives and adapt quickly when business priorities shift.
• Experience with PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications.
• Well organized and flexible, with the ability to adapt to change, influence a broader team, and focus on top priorities in a fast-paced environment with multiple priorities.

Nice To Haves

• At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA, or equivalent advanced knowledge course of study.
• Ability to analyze organizational and client trends and needs, synthesize findings with strategy, design and roll out scalable processes, and interpret learnings to recommend future enhancements.
• Five or more years of experience in planning or advisory business, strategy, execution, coaching, organizational development, and/or content development.

Responsibilities

• Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group.
• Provide thought leadership and innovation related to advice delivery and resources through creation and editing.
• Coach Wealth leaders and teammates to integrate the relationship advisory process and supporting tools, including the Elements of Wealth.
• Coordinate and execute business operations and process excellence, including business planning, business continuity, and operations manuals.
• Scale advice and planning processes to create self-sufficiency with tools and free up Advisors’ capacity to maximize impact with clients.
• Lead the design and management of advice and planning metrics and reporting; interpret outcomes to determine appropriate strategy changes.
• Support the advice and planning business through oversight and effective management of business processes.
• Collaborate with business leaders and partners across Truist Financial Corporation.
• Maintain efficient use and proficiency with necessary systems, applications, tools, and software.
• Follow financial planning processes and protocols and comply with mandatory policies, procedures, regulations, laws, and risk management expectations.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance.
• Accidental death and dismemberment coverage.
• Tax-preferred savings accounts.
• 401(k) plan.
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, the job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior