Advice & Planning Strategic Consultant III

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical insurance including dental and

Vision and life insurance

401k plan

Paid vacation and holidays

Job summary

Truist Financial Corporation is seeking a strategic leader to formulate viable Advice & Planning strategies, support the team to deliver client advice, and ensure execution excellence. The role focuses on integrating the Advice & Planning model with impact, quality, and consistency, while fostering a learning organization that advances strategy and execution over time.

The candidate will drive cross-functional collaboration with Wealth leaders, coordinate operations, and maintain high standards

Qualifications

• Required: Bachelor's Degree
• Strong written, oral, and presentation communication skills
• Ability to coach Wealth leaders and teammates one-on-one or in groups
• Ability to lead in a matrix environment with project/process expectations
• Ability to define and lead execution of business objectives and adapt to changing priorities
• Experience with PowerPoint, Excel, Adobe Acrobat, Word, and related apps
• Highly organized, adaptable, and capable of prioritizing multiple tasks

Responsibilities

• Lead and coordinate strategy and execute initiatives per Advice & Planning priorities
• Provide thought leadership and innovation in advice delivery and resources
• Coach Wealth leaders and teammates to integrate relationship advisory processes and tools
• Coordinate business operations, planning, continuity, and operations manuals
• Scale advice and planning processes to create self-sufficiency with tools
• Design and manage metrics and reporting; interpret results to guide strategy changes
• Oversee, ensure high-quality management of business processes in Advice & Planning
• Collaborate with Truist Financial Corporation leaders and partners
• Maintain proficiency with all systems, applications, tools, and software
• Adhere to financial planning processes, policies, and risk management requirements

Skills

Communication skills

Coaching

Team leadership

Project execution

Adaptability

PowerPoint

Excel

Education

Bachelor's Degree

Tools

PowerPoint

Excel

Adobe Acrobat

Word

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

1st shift (United States of America)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Please review the following job description:

JOB SUMMARY

Summarize in one or two sentences the major purpose and responsibility of the job. This section provides a high-level description of why the job exists. (Use imperatives, i.e. use "Manage" instead of "Manages")

Formulate a viable Advice & Planning strategy and support Truist by increasing the capability, the confidence, and the capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

• 1. Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group.
• 2. Provide thought leadership and innovation related to advice delivery and resources through creation and editing.
• 3. Coach Wealth leaders and teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth.
• 4. Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals.
• 5. Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients.
• 6. Lead the design of and manage metrics and reporting related to advice and planning. Interpret outcomes and extrapolate those to determine appropriate changes in strategy.
• 7. Support the advice & planning business through consistent oversight, high quality and effective management of business processes.
• 8. Collaborate with business leaders and partners across Truist Financial Corporation.
• 9. Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc.
• 10. Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.

QUALIFICATIONS

Required Qualifications:

• 1. Bachelor's Degree
• 2. Expert and innovative with written, oral, and presentation communication skills
• 3. Ability to coach Wealth leaders and teammates in one on one and group settings
• 4. Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations
• 5. Able to define and lead the execution of business objectives and adapt quickly as priorities shift due to changes in business priorities
• 6. Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications
• 7. Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities

Preferred Qualifications:

• 1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study
• 2. Ability to analyze trends and needs of the organization and clients and synthesize that with our strategy. Ability to design and rollout a process that's scalable and interpret learnings to suggest enhancements for the future
• 3. 5 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate 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. Truist is a Drug Free Workplace.

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