Wealth Advisory Support Specialist

Truist; York (York County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life Insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Sick days

Job summary

Truist is seeking a Financial Advisor Team Lead to partner with Financial Advisors, drive revenue, and deliver consultative, sales and technical support to clients. You will guide relationship management, advise on investment products, and ensure regulatory compliance.

The role emphasizes leadership, strategic planning, and collaboration with advisors to grow client portfolios while maintaining high service standards. Strong FINRA credentials and licenses are required.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance or Banking or equivalent education and related experience.
• 4 years professional experience, including 1 year of experience in the securities industry.
• FINRA Series 7 and 66.
• Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
• Organized and self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
• Proficiency in basic computer applications, such as Microsoft Office software.

Responsibilities

• Participate in establishing the strategic direction of the Financial Advisor team to increase revenue.
• Consult with clients and prospective clients to analyze goals, objectives and risk tolerance and align products accordingly.
• Assist clients with trades, information requests, research, and account problems.
• Provide ongoing client relationship management, including counsel, reviews and service initiatives.
• Assist in preparing and delivering client presentations and engagements.
• Develop and maintain a profitable level of securities and insurance sales through internal referrals and external networking.
• Adhere to standards set by Truist and regulatory bodies.

Skills

Analytical skills

Problem-solving

Interpersonal skills

Persuasion

Relationship management

MS Office

Education

Bachelor’s degree in Business/Finance/Banking

Tools

Microsoft Office

Job description

Truist is seeking a Financial Advisor Team Lead to partner with Financial Advisors, drive revenue, and deliver consultative, sales and technical support to clients. You will guide relationship management, advise on investment products, and ensure regulatory compliance.

The role emphasizes leadership, strategic planning, and collaboration with advisors to grow client portfolios while maintaining high service standards. Strong FINRA credentials and licenses are required.