Truist Wealth Advisory Consultant 

United States, Georgia, Atlanta 

292906838

Essential Duties and Responsibilities:

• Receive inbound requests on team phone queue on a daily basis (4 hrs/day) and accept proportion of team monthly call volume. Also accept and work proportion of team emails.

• Arrange coverage for scheduled time out of the office.

• Perform constructive outbound communications and support pro-active initiatives.

• Assist FA Teams with constructing and generation of client investment proposals

• Assist FA Teams with investment advisory platform system navigation.

• Be able to recommend appropriate investment options for specific client needs as presented by Financial Advisors.

• Be able to 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 & trainings with Financial Advisor teams.

• Provide support to the team’s External Consultants through travel, trainings, general advisor sessions.

• Provide support to the team’s other members and programs through travel, trainings, general advisor sessions.

• Remain current with firm policies and apply to daily business.

Required Qualifications:

• The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to be productive in a service oriented, high volume, fast-paced environment, supporting over 1,000 Financial Advisor teams managing over $50B in client assets Bachelor Degree in Business, Finance, Economics or equivalent work experience.

• 3-5 Years of experience in the financial or an equivalent industry.

• Series 7, 65 or equivalent security licenses

• Excellent written and oral communication skills with ability to work outside the parameters of specific role

• Limited travel (2 – 4 days per month)

Preferred Qualifications:

• 3-5 Years of experience in the Investments including building/managing client portfolios.

• Experience with the Fidelity WealthScape and Envestnet systems, or equivalent brokerage/advisory platform software.

• Working knowledge of Microsoft Office applications

• Hold or actively working toward industry designations (CFP, CIMA, CFA, etc.)