Strategic Financial Advisor Support

Truist Bank; Wheeling (WV); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Paid Time Off (vacation)

Sick Days

Holidays

Pension Plan

Restricted Stock Units

Deferred Compensation

Job summary

Truist Bank in Wheeling, WV is seeking an experienced professional to support Financial Advisors with consultative client service and strategic planning. This onsite role focuses on strengthening client outcomes through relationship-based selling and proactive advisory support.

You will analyze client goals, assist with trades and information requests, and collaborate with advisors to grow revenue while maintaining regulatory standards.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, or Banking (or equivalent)
• 4 years of professional experience, including 1 year in securities
• FINRA Series 7 and Series 66 licenses
• State health and life insurance licenses, with registrations matching advisory scope
• English fluency required

Responsibilities

• Provide consultative, sales, and technical support to Financial Advisors and clients
• Assist with client trades, information requests, research, and account issues
• Support client relationship management through ongoing counsel and reviews
• Help prepare and deliver client presentations and engagements
• Support advisors in maintaining revenue targets through referrals and opportunities
• Adhere to Truist and regulatory standards (FINRA, etc.)

Skills

Analytical thinking

Problem-solving

Interpersonal skills

Persuasion

Relationship management

Organizational skills

Self-motivation

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Truist Bank in Wheeling, WV is seeking an experienced professional to support Financial Advisors with consultative client service and strategic planning. This onsite role focuses on strengthening client outcomes through relationship-based selling and proactive advisory support.

You will analyze client goals, assist with trades and information requests, and collaborate with advisors to grow revenue while maintaining regulatory standards.