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Truist

Wealth Advisor Support & Strategy Consultant

wheeling, WV

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About this opportunity

Truist lists this Wealth Advisor Support & Strategy Consultant opportunity in wheeling, West Virginia. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Truist in Wheeling, WV seeks a seasoned professional to provide consultative, sales and technical support to Financial Advisors, working closely with them to meet client needs and actively source prospects.

You will lead client relationship management, conduct reviews and guide engagements, while contributing to the team’s strategic direction and revenue goals. Strong compliance and FINRA knowledge are essential.

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Worksite address

wheeling, WV, 26003, US

Who can apply

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