Wealth Advisor Associate: Grow High-Net-Worth Relationships

Truist; Chicago (IL); On-site; USD 100,000 - 115,000; Full time

Job summary

Truist seeks a Wealth Advisor Associate to support two or more Wealth Advisors in delivering advice and solutions to high net worth clients. You will help identify new prospects, develop pitch books, and deepen client relationships with a full suite of Truist Wealth products.

You will work with Advisor teammates to coordinate integrated wealth management offerings, maintain compliance, and support business development efforts with internal and external partners.

Qualifications

• Great networking and relationship-building abilities.
• Strong verbal, written and presentation skills.
• Must obtain and maintain licenses within ~130 days (SIE, Series 7, 63, 65, Life, Health, Variable).
• FINRA licenses including Series 7, 66, SIE; CE requirements apply.

Responsibilities

• Assist multiple Wealth Advisors in a select geography to identify new prospects and develop client relationships.
• Coordinate comprehensive wealth management advice using financial planning concepts.
• Identify prospects for Advisor teams to support business development with internal and external partners.
• Participate in a One Team approach to deliver Truist Wealth solutions.
• Maintain regulatory and compliance controls within the portfolio.

Skills

Networking

Relationship building

Communication skills

Licensing compliance

Education

Bachelor's degree

Job description

Truist seeks a Wealth Advisor Associate to support two or more Wealth Advisors in delivering advice and solutions to high net worth clients. You will help identify new prospects, develop pitch books, and deepen client relationships with a full suite of Truist Wealth products.

You will work with Advisor teammates to coordinate integrated wealth management offerings, maintain compliance, and support business development efforts with internal and external partners.