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Wealth Advisory Consultant
2 months ago
About the Role:
The Wealth Advisory Consultant is a key member of the Truist Wealth team, responsible for supporting Financial Advisors in all aspects of the Asset Management Consulting (AMC) Advisory product platform. This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager.
Key Responsibilities:
- Provide exceptional support to Financial Advisors, including receiving and responding to client inquiries, arranging coverage for scheduled time out of the office, and performing constructive outbound communications.
- Assist Financial Advisors with constructing and generating client investment proposals, as well as navigating the investment advisory platform system.
- Recommend appropriate investment options for specific client needs, and review new and existing client investments to identify potential Investment Advisory opportunities.
- Remain current with internal firm investment best thinking, industry trends, market events, and available product sets.
- Maintain working knowledge of related operational procedures, including systematic service requests, billing, and coordination of resources and vendors to address issue resolution.
- Schedule and conduct one-on-one reviews and trainings with Financial Advisor teams.
- Provide support to External Consultants through travel, trainings, and general advisor sessions.
Requirements:
- Bachelor's Degree in Business, Finance, Economics, or equivalent work experience.
- 3-5 years of experience in the financial industry, with a focus on investments and client portfolio management.
- Series 7, 65, or equivalent security licenses.
- Excellent written and oral communication skills, with the ability to work outside the parameters of specific role.
Preferred Qualifications:
- Experience with Fidelity WealthScape and Envestnet systems, or equivalent brokerage/advisory platform software.
- Working knowledge of Microsoft Office applications.
- Hold or actively working toward industry designations, such as CFP, CIMA, CFA, etc.
About Truist:
Truist is a leading financial services company that stands for better. We're committed to creating smarter and easier experiences for our clients, and we're always looking for talented professionals to join our team. As a company, we believe in the power of what we can achieve together, and we're dedicated to making a positive impact in the lives and communities we serve.
Benefits:
Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. We also offer paid time off, holidays, and opportunities for professional growth and development.
Equal Opportunity Employer:
Truist is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
