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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal financial planning and advisory services for affluent clients, while maintaining compliance with regulatory standards and licenses. Strong relationship-building and business development skills are essential for delivering comprehensive wealth management solutions.
Highest-signal resume keywords
Personal Financial PlanningWealth Management SolutionsBusiness DevelopmentRelationship BuildingFINRA Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Advisory ConceptsPitch Book DevelopmentClient Relationship ManagementRegulatory ComplianceOperational Efficiency
Soft Skills
Networking SkillsStrong Work EthicSelf-MotivatedResults-OrientedExcellent Communication Skills
Tools & Technologies
Microsoft Office
Certifications & Qualifications
Securities Industry Essentials (SIE)Series 7 LicenseSeries 63 LicenseSeries 65 LicenseLife Insurance LicenseHealth Insurance LicenseVariable Insurance License
Industry Keywords
High Net Worth ClientsWealth AdvisorsComplianceRisk ControlsContinuing Education Requirements
About the role
Key responsibilities & impact- Work with two or more Wealth Advisors to deliver advice and solutions to high net worth clients
- Proactively identify new Wealth prospects and support business development efforts
- Develop pitch books
- Develop and deepen client relationships through needs-based, high-level client service
- Deliver the full suite of Truist Wealth solutions
- Coordinate comprehensive wealth management advice and solutions with Wealth Advisor teammates
- Apply personal financial planning and financial advisory concepts for affluent and high net worth individuals
- Build relationships with internal and external partners and centers of influence, including CPAs, attorneys, civic associations, and other organizations
- Stay current on economic, legal, financial planning, investment, market, and business trends affecting affluent clients
- Serve as a personal financial planning and advisory resource for clients, attorneys, and CPAs
- Maintain legal, operating, regulatory, audit, compliance, and risk controls
- Use sound judgment regarding expenses and operational efficiency
- Complete required in-person, online, and virtual training
- Progress to a Wealth Advisor role managing a book of business after 18 to 24 successful months
Requirements
What you’ll need- Bachelor’s degree required with an overall minimum 3.0 GPA
- Great networking, business development, and relationship building skills
- Strong work ethic and strong drive to succeed; competitive, self-motivated, and results-oriented
- Excellent verbal, written, and presentation skills
- Must successfully obtain and maintain the SIE, Series 7, 63, 65, Life, Health, and Variable licenses during the first 130 days of the program
- Maintains proper FINRA licenses including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam as applicable, plus Life, Health, and Variable insurance licenses
- Must meet applicable continuing education requirements
- Ability to thrive and actively participate on a team
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and applicable NMLS acceptable background check
- 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
- 401k plan
- No less than 10 days of vacation during the first year of employment (prorated)
- 10 sick days (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)