Financial Advisory Support Specialist

Truist Wealth; Reston (VA); On-site; USD 58,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Wealth in Reston, VA is seeking a Regular position to support Financial Advisors with client servicing, financial planning workups, and trade processing. The role involves scheduling, data entry in Salesforce, and preparing client communications.

Requirements include a bachelor's degree or equivalent, FINRA SIE and Series 7/66 licenses (or progression toward them within 365 days), strong phone skills, and proficiency with Microsoft Office. U.S. market experience preferred.

Qualifications

• Bachelor's degree or equivalent experience.
• Experience in the securities industry and/or a sales assistant role.
• Knowledge of securities markets and brokerage accounts.
• Knowledge of annuity products.
• FINRA SIE, Series 7 and Series 66 licenses (candidates can obtain missing licenses within 365 days).
• Exceptional telephone skills and the ability to interact with clients of all experience levels regarding securities transactions.
• Effective time management skills.
• Ability to communicate effectively and professionally with clients, managers and teammates.
• Ability to evaluate and utilize detailed technical information.
• Ability to work in a self-directed fashion.
• Proficiency in basic computer applications (Microsoft Office).

Responsibilities

• Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades.
• Receive and place orders as directed; respond to queries about market information and order features.
• Process corporate actions where licensing is warranted.
• Schedule and confirm client appointments; enter data in Salesforce; prepare meeting agendas and summaries; coordinate marketing events; perform administrative tasks.
• Manage the financial advisor's calendar to maximize appointments.
• Maximize sales opportunities by contacting potential investment clients based on internal/bank leads.
• Provide operational guidance to Financial Advisors (systems navigation, document fulfillment).
• Ensure new business paperwork is submitted correctly; prepare forms and obtain signatures; follow up on documentation.
• Mitigate risk through authentication standards (calls, high-risk transactions).
• Maintain professional environment and positive impression.
• Submit/process operational requests as instructed by Advisors/clients.
• Coordinate with Advisors to review reports (e.g., insufficient funds, RMDs)
• Assist with branch location needs (opening/closing requests)

Skills

Telephone skills

Time management

Communication

Microsoft Office

Education

Bachelor's degree or equivalent experience

Bachelor's degree in business/finance/banking (preferred)

Tools

Salesforce

Microsoft Office

Job description

Truist Wealth in Reston, VA is seeking a Regular position to support Financial Advisors with client servicing, financial planning workups, and trade processing. The role involves scheduling, data entry in Salesforce, and preparing client communications.

Requirements include a bachelor's degree or equivalent, FINRA SIE and Series 7/66 licenses (or progression toward them within 365 days), strong phone skills, and proficiency with Microsoft Office. U.S. market experience preferred.