Wealth Advisor Associate: Growth & Planning Support

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation in Chicago seeks a Wealth Associate to support two or more Wealth Advisors, helping identify prospects and deepen relationships with high-net-worth clients. You will collaborate to deliver a full suite of Truist Wealth solutions and coordinate client-centered planning.

The role involves building a strong referral network, maintaining licenses, and progressing to a Wealth Advisor role after 18–24 months. Requires a bachelor’s degree and 3.0+ GPA.

Qualifications

• Bachelor’s degree required with minimum 3.0 GPA.
• Strong networking and relationship-building skills.
• Excellent verbal, written, and presentation skills.
• Must obtain and maintain required licenses within the first 130 days.
• Ability to thrive in a team environment.
• Proficiency in Microsoft Office applications.

Responsibilities

• Support multiple Wealth Advisors in a defined geography to identify new prospects and develop pitch books.
• Coordinate comprehensive wealth management advice and solutions for affluent clients.
• Identify external and internal prospects to grow the book of business.
• Collaborate with Advisor teams to deliver Truist Wealth solutions end-to-end.
• Maintain regulatory compliance and risk controls across portfolios.
• Progress to Wealth Advisor with a managed book after 18–24 months.

Skills

Networking

Relationship building

Verbal communication

Presentation skills

Teamwork

Microsoft Office

Education

Bachelor's degree

Business/Finance/Economics preferred

Tools

Microsoft Office

Job description

Truist Financial Corporation in Chicago seeks a Wealth Associate to support two or more Wealth Advisors, helping identify prospects and deepen relationships with high-net-worth clients. You will collaborate to deliver a full suite of Truist Wealth solutions and coordinate client-centered planning.

The role involves building a strong referral network, maintaining licenses, and progressing to a Wealth Advisor role after 18–24 months. Requires a bachelor’s degree and 3.0+ GPA.