Wealth Onboarding Specialist (flexible location within Truist footprint)

Regular, full-time position. Fluency in English required. 1st shift.

About the role

The Wealth Onboarding Specialist (Licensed) reports to the Truist Wealth Onboarding Manager and is responsible for the initial setup for newly hired Truist Wealth teammates, including Premier Bankers, to ensure a successful transition into their respective roles.

Responsibilities

• Office setup (computers, monitors, adding supplies, etc.)
• Training on Truist Systems
• Preparing client onboarding packages, opening accounts, processing paperwork, and account follow-up
• Ordering supplies, preparing advisor onboarding guides, marketing mailings, back office liaison, helping to prepare for client meetings when onsite with the advisors
• Remote onboarding support and onboarding troubleshooting if necessary, including working with other firms
• Provides onsite support during transitions (2-4 weeks at a time, including nights and weekends)
• 30, 60, 90 day check-ins with new advisor or team and address any additional training needs
• Help develop and maintain training materials that will assist Financial Advisors and Client Service Associates during and after their transition
• Help develop and deliver ad hoc trainings for systems and procedures as needed
• Wealth Brokerage Offboarding support for terminated Wealth teammates

Requirements

• 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
• Excellent analytical, problem-solving, and organizational skills
• Strong verbal and written communication skills
• Ability to prioritize tasks, reprioritize tasks, and work well under intense pressure
• Strong computer skills including Microsoft Office Products; knowledge of brokerage systems is a plus
• Ability to travel extensively, 2-6 weeks at a time, including weekends

Preferred Qualifications

• FINRA SIE, 7, 66 examinations
• Advanced degree (or some schooling) in business, law, or accounting (including Graduate, Banking, or Graduate Trust School)
• Other professional designations

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers:

• Medical, dental, and vision insurance
• Life insurance and disability coverage
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• No less than 10 days of vacation (prorated based on date of hire and full-time or part-time status) during the first year of employment
• 10 sick days (prorated)
• Paid holidays
• Depending on the position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan