Wealth Advisor Associate — Build High Net Worth Relationships

Truist

Duluth (GA)

On-site

USD 85,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical benefits

401k plan

Paid time off

Job summary

Truist in Duluth, GA is seeking an Associate Wealth Advisor to support two or more Wealth Advisors in delivering comprehensive advice to high net worth clients. You will help identify prospects, develop pitch books, and deepen client relationships in a fast-paced team environment.

Work with a range of wealth solutions, coordinate with advisory teams, and apply personal financial planning concepts. After 18–24 months, you’re expected to progress to a Wealth Advisor role with a growing book of

Qualifications

Bachelor’s degree required with a minimum 3.0 GPA.
Strong networking, business development and relationship-building skills.
Excellent verbal, written and presentation abilities.
Must obtain and maintain required licenses within 130 days.
Proven ability to thrive in a team environment.

Responsibilities

Assist multiple Wealth Advisors to identify new prospects and deepen client relationships.
Coordinate delivery of wealth solutions and create pitch books.
Provide high-level financial planning and advice for affluent clients.
Support business development with internal and external partners.
Maintain compliance with legal and regulatory controls.
Progress toward Wealth Advisor role after 18–24 months.