Advice & Planning Strategic Consultant III

Truist; Winter Park (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Truist is seeking a Strategy & Planning Lead to formulate viable advice and planning strategies, enhancing team capability and confidence to deliver client-focused advice. The role focuses on integrating the Advice & Planning model, driving impact, quality, and execution while fostering a learning organization for ongoing iteration.

You will collaborate with Wealth leaders, coordinate business operations, and develop tools that scale processes, freeing Advisors to maximize client impact while

Qualifications

• Bachelor's degree required.
• Excellent written, oral, and presentation communication skills.
• Ability to coach Wealth leaders and teammates one on one and in groups.
• Lead in a matrix environment with project and process expectations.
• Define and lead execution of business objectives amid shifting priorities.
• Proficient in PowerPoint, Excel, Adobe Acrobat, Word, and related business applications.
• Well organized, flexible, and able to adapt to change with multiple priorities.

Responsibilities

• Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group.
• Provide thought leadership and innovation related to advice delivery and resources through creation and editing.
• Coach Wealth leaders and teammates to integrate the relationship advisory process and tools including the Elements of Wealth.
• Coordinate and execute business operation and process excellence, including business planning, continuity, and operations manuals.
• Scale advice and planning processes to create self-sufficiency with tools and free up capacity for Advisors to maximize impact.
• Lead design of and manage metrics and reporting related to advice and planning; interpret outcomes to adjust strategy.
• Support the advice & planning business through oversight, high quality process management.
• Collaborate with business leaders and partners across Truist Financial Corporation.
• Maintain efficient use of systems, applications, tools, software, etc.
• Adhere to financial planning processes and comply with policies, regulations, and risk management.

Skills

Written oral presentation skills

Coaching abilities

Matrix leadership

Business objective execution

Attention to priorities

PowerPoint

Excel

Adobe Acrobat

Word

Adaptability

Communication leadership

Education

Bachelor's Degree

JD / LLM / MS in Taxation / CFP / CFA or equivalent

5+ years planning/advisory experience

Tools

PowerPoint

Excel

Adobe Acrobat

Word

Job description

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).

Regular or Temporary

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Summary

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

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

Qualifications

Required Qualifications

• Bachelor's Degree
• Expert and innovative with written, oral, and presentation communication skills
• Ability to coach Wealth leaders and teammates in one on one and group settings
• Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations
• Able to define and lead the execution of business objectives and adapt quickly as priorities shift due to changes in business priorities
• Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications
• 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

• At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study
• 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
• 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. EEO is the Law E-Verify IER Right to Work