Advice & Planning Strategic Consultant

Truist Financial • Charlotte, NC

107d

About The Position

The position involves formulating a viable Advice & Planning strategy to support Truist by enhancing the capability, confidence, and capacity of teammates in delivering advice to clients. The role focuses on creating seamless integration of the Truist Advice & Planning model, emphasizing impact, quality, executional excellence, consistency, and relevance over time. The consultant will facilitate a learning organization that consistently advances the strategy and execution around advice & planning.

Requirements

• Bachelor's Degree.
• Proficient with written, oral, and presentation communication skills.
• Ability to coach teammates in one-on-one and group settings.
• Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations.
• Ability to execute business objectives and adapt quickly as priorities shift due to changes in business priorities.
• Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications.
• Well organized and flexible; able to adapt to change and influence broader team, as well as determine 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 (in process or attained).
• 3 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development.

Responsibilities

• Participate in and execute strategy and initiatives according to the priorities of the Advice & Planning Group.
• Promote and enable advice delivery and resources.
• Coach teammates to integrate the relationship advisory process and tools, including the Elements of Wealth.
• Coordinate and execute business operation 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 capacity for Advisors to maximize impact with clients.
• Lead the design of and manage metrics and reporting related to advice and planning.
• Support the advice & planning business through consistent oversight and effective management of business processes.
• Collaborate with business partners across Truist Financial Corporation.
• Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc.
• Adhere to financial planning processes and protocols, complying with all mandatory policies, procedures, regulations, laws, and risk management expectations.

Benefits

• Medical, dental, vision, life insurance, disability, accidental death and dismemberment.
• Tax-preferred savings accounts.
• 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment.
• 10 sick days (also prorated).
• Paid holidays.
• Defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may be available.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree