Wealth Advisor Associate: Grow with High Net Worth Clients

Crump Life Insurance Svcs Inc; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Disability insurance

Job summary

Truist Financial Corporation seeks an Wealth Advisor Associate to support Wealth Advisors in delivering high‑level financial planning and wealth management services to high net worth clients in a fast-paced environment.

You will identify prospects, develop relationships, and coordinate with internal teams to provide a full suite of Truist Wealth solutions, with a pathway to a Wealth Advisor role after 18–24 months.

Qualifications

• Bachelor’s degree with GPA at least 3.0 and strong networking skills.
• Ability to build relationships and win business through needs-based advice.
• Licenses required within 130 days: SIE, Series 7, 63, 65, Life, Health, Variable.
• SAFE Mortgage Licensing Act compliance within 30 days.

Responsibilities

• Assist Wealth Advisors to identify new prospects and develop pitch books.
• Deliver wealth management advice and integrated solutions for affluent clients.
• Coordinate with internal partners and external centers of influence to expand the client base.
• Maintain compliance with legal, operating and regulatory controls.

Skills

Networking

Relationship building

Communication

Presentation skills

Team collaboration

Education

Bachelor’s degree

Bachelor’s degree in Business/Finance/Economics

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks an Wealth Advisor Associate to support Wealth Advisors in delivering high‑level financial planning and wealth management services to high net worth clients in a fast-paced environment.

You will identify prospects, develop relationships, and coordinate with internal teams to provide a full suite of Truist Wealth solutions, with a pathway to a Wealth Advisor role after 18–24 months.