Wealth Advisory Associate: Path to Senior Advisor

Truist; Duluth (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Truist in Duluth, GA seeks a Wealth Advisor Associate to support two or more Wealth Advisors, helping deliver advisory solutions to high-net-worth clients and identify new prospects. The role emphasizes relationship building and cross-team collaboration to provide Truist Wealth products.

Key responsibilities include coordinating wealth management advice, developing client relationships, and supporting business development efforts with internal and external partners.

Qualifications

• Bachelor's degree required with an overall minimum 3.0 GPA.
• Strong networking, business development and relationship-building skills.
• Excellent verbal, written and presentation skills.

Responsibilities

• Assist multiple Wealth Advisors in a select geography to identify new prospects and deliver Truist Wealth solutions.
• Coordinate comprehensive wealth management advice with Advisor teammates to serve affluent clients.
• Participate in business development activities with internal and external partners to grow the book of business.

Skills

Networking

Relationship building

Communication

Education

Bachelor's degree (Business/Finance/Economics)

GPA 3.0

Tools

Microsoft Office

Job description

Truist in Duluth, GA seeks a Wealth Advisor Associate to support two or more Wealth Advisors, helping deliver advisory solutions to high-net-worth clients and identify new prospects. The role emphasizes relationship building and cross-team collaboration to provide Truist Wealth products.

Key responsibilities include coordinating wealth management advice, developing client relationships, and supporting business development efforts with internal and external partners.