Wealth Onboarding Specialist (flexible location within Truist footprint)

Truist • Tampa, FL

8d

About The Position

The Wealth Onboarding Specialist (Licensed) will report to the Truist Wealth Onboarding Manager and is responsible for the initial setup for newly hired Truist Wealth teammates, including Premier Bankers, to ensure a successful transition into their respective roles.

Requirements

• Bachelor’s degree, or equivalent education and related training
• Five years of broker/dealer or financial services industry experience. Strong understanding of retail brokerage products, services, operations and systems.
• Excellent analytical, problem-solving, organizational skills
• Strong verbal and written communication skills
• Must be able to prioritize tasks, reprioritize tasks and work well under intense pressure
• Strong computer skills to include Microsoft Office Products; knowledge of brokerage systems would be a plus
• Ability to do extensive travel, 2-6 weeks at a time, including weekends

Nice To Haves

• FINRA SIE, 7, 66 examinations recommended
• Advanced degree (or some schooling) in business, law or accounting (including Graduate, Banking, or Graduate Trust School)
• Other professional designations

Responsibilities

• Office set up (computers, monitors, adding supplies, etc.) Training on Truist Systems.
• Preparing client onboarding packages, opening accounts, processing paperwork and account follow up.
• Ordering supplies, preparing advisor onboarding guides, marketing mailings, back-office liaison, helping to prepare for client meetings when onsite with the advisors
• Remote onboarding support and onboarding troubleshooting if necessary. This may include working with other firms.
• Provides onsite support during transitions. (2-4 weeks at a time, including nights and weekends)
• 30, 60, 90-day check-ins with new advisor or team and address any additional training needs.
• Help develop and maintain training materials that will assist Financial Advisors and Client Service Associates during and after their transition.
• Help develop and deliver ad hoc trainings for systems and procedures as needed for Wealth Brokerage
• Offboarding support for terminated Wealth teammates.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive 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, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees