Wealth Advisor Associate

Truist • Charlotte, NC

1d • Onsite

About The Position

The Wealth Advisor Associate position is responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to high net worth clients, identify new prospects, and develop new business. Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most complex relationships within Truist. This role is a regular, full-time position with a 1st shift work schedule. The position is expected to progress to a Wealth Advisor role within 18 to 24 months.

Requirements

• Bachelor’s degree required with an overall minimum 3.0 GPA.
• Great networking, business development, and relationship building skills.
• Strong work ethic and strong drive to succeed; competitive, self-motivated, and results-oriented.
• Excellent verbal, written, and presentation skills.
• Must successfully obtain and maintain the following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable.
• FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position.
• Ensures that appropriate continuing education requirements are met where needed.
• Ability to thrive and actively participate on a team.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.

Nice To Haves

• Bachelor's Degree in Business, Finance or Economics

Responsibilities

• Assist multiple Wealth Advisors in a select geography.
• Proactively identify new Wealth prospects for the team.
• Develop pitch books.
• Develop and deepen client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.
• Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions.
• Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
• Focus on identifying prospects for the Advisor teams to support business development efforts, including both internal and external partners.
• Participate in a "One Team" approach to deliver the full suite of Truist Wealth solutions.
• Continuously act as a culture champion aligned with Truist’s Purpose, Mission and Values.
• Work with the Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence (e.g., CCB, CIG, regional leadership, local advisory boards, CPAs, attorneys, civic associations) to enhance marketing efforts.
• Stay updated on changing economic, legal, financial planning, investment trends, and general market and business issues impacting affluent clients.
• Serve as a personal financial planning/advisory resource for clients, their attorneys, and CPAs.
• Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance.
• Work within the existing audit, compliance, and regulatory framework to ensure a high-quality, compliant portfolio of relationships and business practices.
• Use sound judgment on expense and operational efficiency.
• Participate and complete all required in-person, on-line, and virtual training sessions.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• 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 their first year of employment
• 10 sick days (also prorated)
• Paid holidays
• Defined benefit pension plan (potential, depending on position and division)
• Restricted stock units (potential, depending on position and division)
• Deferred compensation plan (potential, depending on position and division)

What This Job Offers

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