Advice & Planning Strategic Consultant

Truist • Richmond, VA • 4h ago

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Formulate a viable Advice & Planning strategy and support Truist by increasing the capability, the confidence, and the capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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.

Participate in and execute strategy and execute initiatives according to the priorities of the Advice & Planning Group.

Promote and enable advice delivery and resources.

Coach teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth.

Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals.

Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients.

Lead the design of and manage metrics and reporting related to advice and planning.

Support the advice & planning business through consistent oversight, high quality and effective management of business processes.

Collaborate with business partners across Truist Financial Corporation.

Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc.

Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.

QUALIFICATIONS

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

Proficient with written, oral, and presentation communication skills

Ability to coach teammates in one on one and group settings

Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations

Ability to execute business objectives and adapt quickly as priorities shift due to changes in business priorities

Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications

Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities

Preferred Qualifications:

At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study (in process or attained)

3 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development

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)

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