Wealth Investment Analyst II - Virtual Advisory

Truist; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid holidays & vacation

Sick leave

Job summary

Truist is seeking a Wealth Management Analyst to participate in role rotations and provide investment guidance to clients. The position emphasizes helping clients uncover needs and craft investment portfolios using a broad range of solutions.

Based in a 1st shift in the United States, the analyst will obtain necessary securities registrations and licenses within 160 days and ensure all activities comply with regulations and Truist's Code of Conduct.

Qualifications

• College degree (finance preferred) and 2-3 years of experience.
• Superior written and oral communication abilities.
• Independent, entrepreneurial mindset, goal oriented.
• Ability to self-manage and adapt to a fast-paced environment; collaborate with teams.

Responsibilities

• Participate in multiple role rotations within Wealth and the CAC.
• Provide investment advice in a virtual environment.
• Must obtain securities registrations and insurance licenses within 160 days to continue with the program.
• Consult with clients to uncover needs and add value.
• Demonstrate how investment solutions match client needs to build portfolios.
• Ensure all transactions comply with regulations and Truist Code of Conduct.
• Pass periodic evaluations to continue in the program.

Skills

Communication skills

Entrepreneurial mindset

Self-management

Team collaboration

Adaptability

Education

Finance degree

Job description

Truist is seeking a Wealth Management Analyst to participate in role rotations and provide investment guidance to clients. The position emphasizes helping clients uncover needs and craft investment portfolios using a broad range of solutions.

Based in a 1st shift in the United States, the analyst will obtain necessary securities registrations and licenses within 160 days and ensure all activities comply with regulations and Truist's Code of Conduct.