Truist · 22 hours ago
Wealth Advisory Consultant (Atlanta, GA. or Charlotte, NC.)
Atlanta, GA
Full-time
Onsite
Mid Level
3+ years expTruist is a financial services company that is seeking a Wealth Advisory Consultant to support their Wealth Financial Advisors in the Asset Management Consulting Advisory product platform. The role involves handling inbound requests, assisting with client investment proposals, and maintaining knowledge of investment best practices and industry trends.
BankingFinanceFinancial Services
Responsibilities
Receive inbound requests on team phone queue on a daily basis (4 hrs/day) and accept proportion of team monthly call volume. Also accept and work proportion of team emails
Arrange coverage for scheduled time out of the office
Perform constructive outbound communications and support pro-active initiatives
Assist FA Teams with constructing and generation of client investment proposals
Assist FA Teams with investment advisory platform system navigation
Be able to recommend appropriate investment options for specific client needs as presented by Financial Advisors
Be able to review new and existing client investments to identify potential Investment Advisory opportunities
Remain current with internal firm investment best thinking, industry trends, market events and available product sets
Maintain working knowledge of related operational procedures, including systematic service requests, billing, and coordination of resources and vendors to address issue resolution
Schedule and conduct one-on-one reviews & trainings with Financial Advisor teams
Provide support to the team’s External Consultants through travel, trainings, general advisor sessions
Provide support to the team’s other members and programs through travel, trainings, general advisor sessions
Remain current with firm policies and apply to daily business
Qualification
Required
Ability to be productive in a service oriented, high volume, fast-paced environment, supporting over 1,000 Financial Advisor teams managing over $50B in client assets
Bachelor Degree in Business, Finance, Economics or equivalent work experience
3-5 Years of experience in the financial or an equivalent industry
Series 7, 65 or equivalent security licenses
Excellent written and oral communication skills with ability to work outside the parameters of specific role
Limited travel (2 – 4 days per month)
Preferred
3-5 Years of experience in the Investments including building/managing client portfolios
Experience with the Fidelity WealthScape and Envestnet systems, or equivalent brokerage/advisory platform software
Working knowledge of Microsoft Office applications
Hold or actively working toward industry designations (CFP, CIMA, CFA, etc.)
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-15
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