Advice & Planning Strategic Consultant
| Company | Truist |
|---|---|
| Location | Orlando, FL, USA, Nashville, TN, USA, Tampa, FL, USA, Miami, FL, USA, Dallas, TX, USA, Raleigh, NC, USA, Winston-Salem, NC, USA, Charlotte, NC, USA, Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s Degree
- Expert and innovative with written, oral, and presentation communication skills
- Ability to coach Wealth leaders and 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
- Able to define and lead the execution of 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
Responsibilities
- Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group.
- Provide thought leadership and innovation related to advice delivery and resources through content creation and editing.
- Proactively coach Wealth leaders and 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.
- Support the advice & planning business through consistent oversight, high quality and effective management of business processes.
- Collaborate with business leaders and 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.
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
- Ability to analyze trends and needs of the organization and clients and synthesize that with our strategy. Ability to design and rollout a process that’s scalable and interpret learnings to suggest enhancements for the future
- 5 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development