Wealth Advisor Associate

Truist Bank•Chicago, IL

About The Position

The Wealth Advisor Associate works with two or more Wealth Advisors to support advice and solutions for high-net-worth clients, identify prospects, and develop new business. The role supports relationships with client assets under management of $1 million or more, including complex relationships within Truist. Associates work with advisor teammates to coordinate comprehensive wealth management, deliver Truist Wealth solutions, and provide high-level, needs-based client service. The position is expected to progress to a Wealth Advisor role managing a book of business after 18 to 24 successful months. The role also supports business development, prospect identification, client and partner relationships, and compliant portfolio and operating practices. The associate stays current on economic, legal, financial-planning, investment, market, and business developments relevant to affluent clients, and participates in required training.

Requirements

Bachelor’s degree and an overall minimum 3.0 GPA.
Strong networking, business development, and relationship-building skills.
Strong work ethic and drive to succeed; competitive, self-motivated, and results-oriented.
Excellent verbal, written, and presentation skills.
Obtain and maintain the required SIE, Series 7, 63, 65, Life, Health, and Variable licenses during the first 130 days of the program.
Maintain proper FINRA registrations and licenses, including Series 7, Series 66, SIE as applicable, and Life, Health, and Variable insurance licenses; transfer required registrations and licenses within 60 days or acquire them within 100 days of start, and meet applicable continuing education requirements.
Ability to thrive and actively participate on a team.
Demonstrated proficiency with basic computer applications, such as Microsoft Office.
Meet SAFE Mortgage Licensing Act requirements within 30 days of employment, including 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, identify new prospects, develop pitch books, and deepen client relationships through needs-based service and delivery of Truist Wealth solutions.
Partner with Wealth Advisor teammates to coordinate comprehensive wealth management advice using financial planning and advisory concepts and a broad range of wealth products and services.
Identify prospects and support business development efforts with internal and external partners.
Participate in a One Team approach to deliver the full suite of Truist Wealth solutions.
Act as a culture champion aligned with Truist’s Purpose, Mission, and Values.
Establish and maintain mutually beneficial relationships with internal and external centers of influence, including Truist teams, regional leaders, advisory board members, CPAs, attorneys, civic associations, and other organizations and individuals.
Stay abreast of economic, legal, financial-planning, investment, market, and business developments affecting affluent clients, and serve as a financial planning and advisory resource for clients, attorneys, and CPAs.
Maintain appropriate legal, operational, regulatory, audit, and compliance controls and practices.
Use sound judgment regarding expenses and operational efficiency.
Participate in and complete required in-person, online, and virtual training.
Progress toward a Wealth Advisor role managing a book of business after 18 to 24 successful months.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
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 as applicable
10 sick days, prorated as applicable
Paid holidays
Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan