The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for the development and performance of a Wealth Brokerage market, which is comprised of a smaller strategic market within a region, working closely with the Regional Director. Duties include executing on the market's and firm's strategic priorities, managing the overall performance of the market, coordinating operational and supervisory support, creating and maintaining a strong culture of risk management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market.
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Support the Business and Carry the Culture:
Work with the Regional Director to develop and execute the strategic plan for the market.
Collectively lead the market through strong, pro-active partnerships and routine connection points with other market leaders in Wealth and throughout Truist.
Build and maintain close partnerships with the local Support leadership team, LOB Risk Organization, Compliance, HR and Operations to further the effectiveness and performance of the market.
Embody the Truist values and mission, including active community involvement.
Solve problems by mediating and negotiating, analyzing needs, identifying required resources, taking reasonable risks, making timely decisions, and using solid judgment.
Improve workflows by identifying and assisting with process, policy and system revisions and upgrades, and staying current on new technologies, products, and trends.
Grow and Integrate the Business:
Support Advisors in execution of our partnership initiatives and dispositioning referrals within expected timeframes.
Perform routine client outreach efforts to drive client satisfaction and drive client connectivity.
Work with the Client Advisory Center (CAC) to ensure smooth client migrations and resolve any service-related needs.
Routinely accumulate relevant updates for the Regional Director for dissemination to the field during team touchpoints.
Mitigate Risk:
Ensure all field required principal and supervision duties are completed for the market and that training and continuing education assignments are completed by established deadlines.
Maintains Risk dashboards within compliance.
Works and responds to client complaints and coordinates escalations.
Develop and Retain the Talent:
Work with the Regional Director to ensure training, education, performance evaluations, salary adjustments, promotions, transfers, hiring, branch reassignments, disciplinary actions, terminations, and staffing levels in the market.
Help build high performing teams by developing and retaining key talent, recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion and ensure all teammates have a sense of belonging, an opportunity to thrive, and are treated equitably.
Partner with the Regional Director to provide education and options for succession planning and book transitions to Advisors.
Effectively partner with National Sales to ensure Advisor development opportunities are utilized, refined and effective.
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
8 years of leadership experience in coaching relative to sales and relationship management in the Wealth Brokerage/Advisory industry.
Financial Industry Regulatory Authority (FINRA) series 7, 66 (or 63/65), 24, plus applicable Life & Health insurance licenses.
A thorough understanding of a broad range of financial planning and investment concepts.
Successful track record of sales leadership, presentation and relationship management skills previously demonstrated in the wealth brokerage business.
Conceptual ability to analyze problems and devise solutions.
Strong organizational, interpersonal, analytical, and communication skills and attention to detail.
Ability to travel, including overnight travel.
Preferred Qualifications:
Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
Completion of an established management or career development program such as the bank's Leadership Development Program or similar program.
Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\KnowYourRights\screen\reader\10_20.pdf)
Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\%20English\formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\Participation\Poster_ES.pdf)
