Truist · 9 hours ago
Wealth Advisor Associate
Boca Raton, FL
Full-time
Onsite
New Grad, Entry LevelTruist Bank is seeking a Wealth Advisor Associate to support Wealth Advisors in delivering advice and solutions to high net worth clients. The role involves identifying new prospects, developing business relationships, and coordinating comprehensive wealth management solutions.
BankingFinanceFinancial Services
Responsibilities
Assist multiple Wealth Advisors in a select geography. Responsible for proactively helping identify new Wealth prospects for the team, develop pitch books, developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions
Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals
Focus on identifying prospects for the Advisor teams to support business development efforts to include both internal and external partners
Participates in a "One Team" approach to deliver the full suite of Truist Wealth solutions
Continuously acts as a culture champion that is aligned with Truist’ s Purpose, Mission and Values
Works with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs
Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices
Using sound judgment on expense and operational efficiency
Participate and complete in all required in-person, on-line and virtual training sessions
It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate
Qualification
Required
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 following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable
FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed
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 in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Preferred
Bachelor's Degree in Business, Finance or Economics
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
Founded in 2019
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
Company data provided by crunchbase