Wealth Advisor Support & Strategy Consultant

Truist; Wheeling (WV); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Plan

Paid Vacation

Job summary

Truist in Wheeling, WV seeks a seasoned professional to provide consultative, sales and technical support to Financial Advisors, working closely with them to meet client needs and actively source prospects.

You will lead client relationship management, conduct reviews and guide engagements, while contributing to the team’s strategic direction and revenue goals. Strong compliance and FINRA knowledge are essential.

Qualifications

• Bachelor's degree or equivalent education and related experience.
• 4 years professional experience including 1 year in securities.
• FINRA Series 7 and 66.
• Applicable state health and life insurance licenses, jurisdictional registrations must match advisor(s).
• Strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
• Proficient in basic computer applications (MS Office).

Responsibilities

• Participate in establishing the strategic direction of the Financial Advisor team to increase revenue.
• Consult clients and prospective clients to analyze goals, objectives and risk tolerance and recommend suitable investment products.
• Assist clients with trades, information requests, research, and account problems.
• Provide client relationship management support, including ongoing counsel and reviews.
• Assist in preparing and delivering client presentations and engagements.
• Support the Advisor in developing profitable securities and insurance sales from referrals.
• Adhere to professional and ethical standards set by Truist, FINRA, and regulators.

Skills

Client relation mgmt

Analytical skills

Persuasion

Interpersonal skills

Sales support

Financial knowledge

MS Office

Education

Bachelor's degree in Business/Accounting/Finance/Banking or equivalent

Tools

Microsoft Office

Job description

Truist in Wheeling, WV seeks a seasoned professional to provide consultative, sales and technical support to Financial Advisors, working closely with them to meet client needs and actively source prospects.

You will lead client relationship management, conduct reviews and guide engagements, while contributing to the team’s strategic direction and revenue goals. Strong compliance and FINRA knowledge are essential.