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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing onboarding processes for Financial Advisors, including training, operational management, and adherence to industry protocols. Proficient in developing training materials and providing onsite support while ensuring compliance and minimizing litigation risks.
Highest-signal resume keywords
Financial Services Industry ExperienceProject ManagementBrokerage Products KnowledgeFINRA ExaminationsAnalytical Problem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Onboarding ManagementOperational Process DevelopmentClient Documentation TrackingTransition Strategy AdjustmentTraining Material Development
Soft Skills
Organizational SkillsVerbal Communication SkillsWritten Communication SkillsAbility to Work Under PressurePrioritization Skills
Tools & Technologies
Microsoft Office ProductsBrokerage Systems
Certifications & Qualifications
Bachelor's DegreeFINRA SIE ExaminationFINRA Series 7 ExaminationFINRA Series 66 ExaminationFINRA Series 24 Examination
Industry Keywords
Wealth ManagementFinancial AdvisorsBroker/DealerRetail BrokerageOnboarding Events
About the role
Key responsibilities & impact- Report to the Truist Wealth Onboarding Manager
- Develop and manage the on-site execution of onboarding events for newly recruited Financial Advisors or teams
- Maximize the profitability of the Firm's investment in newly recruited Financial Advisors or teams
- Develop and train Wealth Brokerage Onboarding and Transition Specialists
- Manage operational aspects of business transitions and coordinate key individuals across the organization
- Serve as Project Manager during onboarding events and handle troubleshooting and action items
- Ensure onboarding activities follow established industry protocols and minimize litigation risk from the Financial Advisor's prior firm
- Manage and develop Onboarding and Transition Specialists and additional home office staff supporting onsite events
- Track asset acquisition and client documentation and adjust transition strategies as needed
- Coordinate and execute recruiting visits to the home office and develop itineraries for prospective Financial Advisors
- Develop and document operational processes and establish training materials for Financial Advisors and Client Service Associates
- Maintain living documents for onboarding events and recruiting visits
- Provide onsite transition support for 1-7 weeks at a time, including nights and weekends
- Help develop and deliver ad hoc training on systems and procedures
Requirements
What you’ll need- Bachelor's degree, or equivalent education and related training
- Five years of broker/dealer or financial services industry experience
- Strong understanding of retail brokerage products, services, operations and systems
- FINRA SIE, 7, 66, 24 examinations, or ability to acquire within 120 days of employment
- Excellent analytical, problem-solving, and organizational skills
- Strong verbal and written communication skills
- Ability to prioritize and reprioritize tasks and work well under intense pressure
- Strong computer skills, including Microsoft Office Products
- Knowledge of brokerage systems would be a plus
- Ability to do extensive travel, 1-7 weeks at a time, including weekends
- 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
- No less than 10 days of vacation during the first year of employment (prorated)
- 10 sick days during the first year of employment (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)