Wealth Advisor Associate: Launch Your High‑Net‑Worth Advisory Career

Truist; Gainesville (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Disability

401k plan

Vacation and Sick days

Job summary

Truist Wealth seeks a Wealth Associate in Gainesville, GA to support two or more Wealth Advisors by delivering wealth solutions to high net worth clients, identifying prospects, and expanding the advisor book.

You will coordinate with Truist Wealth teams, build relationships with CPAs, attorneys and centers of influence, maintain compliance, and complete required FINRA licenses within 130 days. After 18–24 months, transition to a Wealth Advisor role.

Qualifications

• Bachelor’s degree required with GPA 3.0 or higher.
• Strong networking and relationship-building skills.
• Excellent verbal, written and presentation abilities.
• Must obtain and maintain FINRA licenses within first 130 days.
• Ability to thrive in a team and work with multiple stakeholders.

Responsibilities

• Assist Wealth Advisors in a select geography and identify new wealth prospects.
• Develop pitch books and deepen client relationships through needs-based service.
• Coordinate comprehensive wealth management advice across the team.
• Identify prospects for business development with internal and external partners.
• Engage in a One Team approach to deliver Truist Wealth solutions.
• Maintain compliance within legal and regulatory frameworks.
• Progress to Wealth Advisor role after 18–24 months as an associate.

Skills

Networking

Relationship building

Communication

Presentation

Teamwork

MS Office

Education

Bachelor's degree

GPA 3.0

Business/Finance/Economics degree (preferred)

Tools

FINRA licenses (Series 7, 63, 65, SIE, Life, Health, Variable)

Job description

Truist Wealth seeks a Wealth Associate in Gainesville, GA to support two or more Wealth Advisors by delivering wealth solutions to high net worth clients, identifying prospects, and expanding the advisor book.

You will coordinate with Truist Wealth teams, build relationships with CPAs, attorneys and centers of influence, maintain compliance, and complete required FINRA licenses within 130 days. After 18–24 months, transition to a Wealth Advisor role.