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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Formulate a viable Advice & Planning strategy and support Truist by increasing the capability, the confidence, and the capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning.

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. Participate in and execute strategy and execute initiatives according to the priorities of the Advice & Planning Group.

2. Promote and enable advice delivery and resources.

3. Coach teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth.

4. Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals.

5. Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients.

6. Lead the design of and manage metrics and reporting related to advice and planning.  

7. Support the advice & planning business through consistent oversight, high quality and effective management of business processes.

8. Collaborate with business partners across Truist Financial Corporation.

9. Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc.

10. Adhere to financial planning process and protocols.  Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.

QUALIFICATIONS

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. Bachelor's Degree

2. Proficient with written, oral, and presentation communication skills

3. Ability to coach teammates in one on one and group settings

4. Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations

5. Ability to execute business objectives and adapt quickly as priorities shift due to changes in business priorities

6. Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications

7. Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities

Preferred Qualifications:

1. At least one of the following:  JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study (in process or attained)

2. 3 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development

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