Strategic Consultant III

Truist

. Formulate a viable Advice & Planning strategy and support Truist by increasing teammates’ capability, confidence, and capacity to deliver advice to clients .

Posted 10/16/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Advice and Planning strategy formulation, execution, and coaching within a financial advisory context. Proficient in managing metrics and reporting while ensuring compliance with financial planning processes and regulations.

Highest-signal resume keywords

Advice And Planning StrategyCoaching Wealth LeadersBusiness Operations ExcellenceMetrics And Reporting ManagementFinancial Planning Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business PlanningProcess ExcellenceOrganizational DevelopmentContent DevelopmentTrend Analysis

Soft Skills

Expert Communication SkillsAdaptabilityTeam CollaborationInfluencing SkillsOrganizational Skills

Tools & Technologies

PowerPointExcelAdobe AcrobatWord

Certifications & Qualifications

JDLLMMS in TaxationMSFSChFCCFPCPACFA

Industry Keywords

Advice DeliveryWealth ManagementClient ImpactRisk ManagementFinancial Regulations

About the role

Key responsibilities & impact

Formulate a viable Advice & Planning strategy and support Truist by increasing teammates’ capability, confidence, and capacity to deliver advice to clients
Create seamless integration of the Truist Advice & Planning model with focus on impact, quality, executional excellence, consistency, and relevance over time
Facilitate a learning organization that advances strategy and execution around advice and planning
Lead and coordinate strategy and execute initiatives according to Advice & Planning Group priorities
Provide thought leadership and innovation related to advice delivery and resources through creation and editing
Coach Wealth leaders and teammates to integrate the relationship advisory process and supporting tools, including Elements of Wealth
Coordinate and execute business operations and process excellence, including business planning, business continuity, and operations manuals
Scale advice and planning processes to create self-sufficiency with tools and free advisor capacity to maximize client impact
Lead the design and management of advice and planning metrics and reporting; interpret outcomes and recommend strategy changes
Support the advice and planning business through oversight and effective management of business processes
Collaborate with business leaders and partners across Truist Financial Corporation
Maintain proficiency with necessary systems, applications, tools, and software
Adhere to financial planning processes and protocols and comply with applicable policies, regulations, laws, requirements, and risk management expectations

Requirements

What you’ll need

Bachelor's Degree
Expert and innovative 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
Ability to define and lead execution of business objectives and adapt quickly as priorities shift
Experience with PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications
Well organized and flexible; able to adapt to change, influence the broader team, and focus on top priorities in a fast-paced environment
Preferred: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA, or equivalent advanced knowledge course of study
Preferred: Ability to analyze organizational and client trends and needs, synthesize them with strategy, design and roll out scalable processes, and interpret learnings to suggest enhancements
Preferred: 5 or more years of experience in planning or advisory business, strategy, execution, coaching, organizational development, and/or content development
English language fluency required

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year (prorated)
10 sick days during the first year (prorated)
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)