Wealth Advisor Associate: Fast-Track to High Net Worth

Truist; Charlotte (NC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation

Paid sick leave

Job summary

Truist is seeking a Wealth Advisor Associate to collaborate with Wealth Advisors in delivering comprehensive wealth management services for high-net-worth clients. You will help identify prospects, prepare pitch materials, and deepen client relationships across Truist Wealth solutions.

The role emphasizes teamwork, regulatory compliance, and ongoing professional development to progress to a Wealth Advisor role within 18–24 months.

Qualifications

• Bachelor's degree with a 3.0 GPA or higher.
• Strong networking and relationship-building skills.
• Self-motivated, competitive and results-oriented.
• Excellent verbal, written and presentation abilities.
• Must obtain and maintain SIE, Series 7, 63, 65, Life, Health, Variable within 130 days.
• FINRA licenses and continuing education requirements.
• SAFE Mortgage Licensing Act compliance within 30 days.

Responsibilities

• Assist multiple Wealth Advisors in a defined geography to identify prospects and deepen client relationships.
• Coordinate comprehensive wealth management advice and solutions using financial planning concepts.
• Identify prospects to support business development with internal and external partners.
• Collaborate with Advisor teams to deliver Truist Wealth solutions.
• Maintain compliance with legal, operating and regulatory controls.
• Progress to Wealth Advisor role after 18–24 months as Wealth Advisor Associate.

Skills

Networking

Relationship building

Presentation skills

Financial planning

Team player

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Truist is seeking a Wealth Advisor Associate to collaborate with Wealth Advisors in delivering comprehensive wealth management services for high-net-worth clients. You will help identify prospects, prepare pitch materials, and deepen client relationships across Truist Wealth solutions.

The role emphasizes teamwork, regulatory compliance, and ongoing professional development to progress to a Wealth Advisor role within 18–24 months.