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Regular or Temporary:

Language Fluency:  English (Required)

Work Shift:

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  

1.    Partner with Division, Region, and Field Leadership to develop and execute advisor growth, development, engagement, retention, recruiting, and succession strategies aligned with business objectives.
2.    Serve as a trusted advisor to leadership, providing coaching and guidance on advisor talent management, onboarding, career development, performance enhancement, retention, and organizational priorities.
3.    Design, implement, and support advisor development initiatives that strengthen advisor effectiveness, business growth, practice management, client experience delivery, and long-term business sustainability.
4.    Lead advisor onboarding and transition efforts, ensuring successful integration, accelerated productivity, engagement, and support throughout key career milestones, including growth, succession, and retirement planning.
5.    Champion the adoption and effective use of firm technologies, planning tools, sales enablement resources, collaboration platforms, social media, and client engagement solutions to enhance advisor productivity and client outcomes.
6.    Analyze advisor performance, engagement, adoption, and development trends and recommend strategies, programs, and process improvements to drive growth, retention, and organizational effectiveness.
7.    Partner with recruiting teams and business leaders to support advisor recruiting efforts, candidate engagement, talent acquisition strategies, and workforce planning objectives.
8.    Develop, curate, and deliver learning programs and training solutions, including live and virtual sessions, workshops, leadership forums, and customized content tailored to advisor and market needs.
9.    Collaborate across Operations, Talent Development, Recruiting, and Field Leadership to align strategic priorities, execute business initiatives, and support local, regional, and national programs and events.
10.  Lead and develop Analyst talent through coaching, feedback, mentoring, and structured development opportunities while building a strong succession pipeline and fostering a culture of continuous learning and professional growth.

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1.    Minimum ten years of experience in Wealth Management
2.    Bachelor Degree in Finance or Business
3.    FINRA SIE, Financial Industry Regulatory Authority (FINRA) Series 7, Series 66, and Series 24 licenses.
4.    Demonstrated presentation skills (public speaking and writing)
5.    Proficiency in Wealth Management sales and coaching techniques and CRM platforms
6.    Strong Proficiency in Microsoft Office
7.    Strong Client Service and Consulting Skills 
8.    Strong communication, presentation, and influencing skills.
9.    Proven ability to consult, coach, and lead through influence.
10.    Deep understanding of advisor development, wealth management practices, client engagement strategies, and business growth principles.
11.    Ability to translate strategy into actionable execution.
12.    Strong planning, organizational, and relationship management skills.

Preferred Qualifications:
1.    Master’s Degree in Finance or Business

This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.