Job Description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following :

• Responsible for working with Investment Managers and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM.
• Work with a minimum of 2 Investment Managers to manage a client base of approximately 100-150 relationships with assets under management averaging $1 - $2 billion and revenue responsibility averaging $7.5 - $10 million.
• Acts as a primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside portfolios and presentation preparation.
• Propose, construct, and monitor client-specific, advice-driven investment strategies and solutions for individuals and families. Make proactive recommendations to Investment Managers and/or clients.
• Responsible, along with Investment Managers, for daily trading activities in discretionary, non-discretionary, and trust-based portfolios and is responsible for adhering to and documenting compliance with Truist, SunTrust Advisory Services, and relevant regulatory policies and procedures.
• Work with Investment Managers and compliance to monitor client portfolios relative to their investment policy statement and work with the team to identify and address variances.
• Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client's unique situation.
• Develop and advise on investment recommendations and help transition new clients into a collaborative and on-going portfolio management and client communication cycle.
• Prepare regular investment reviews for existing clients, recommend, establish, monitor, and adjust, as necessary, investment strategies and solutions designed to achieve the client's goals.
• Attend meetings and participate in presentations to clients and interact with other Truist wealth teammates. Actively engaged in risk management.

Requirements

• Must have a Bachelor Degree's in Finance or related degree with a concentration in Finance
• Must hold FINRA Series 63 & 65 Professional Licenses
• Must have 1 year of experience in finance or investment positions performing/utilizing the following:
  • Recommending investment strategies and discuss account details with clients/prospects
  • Financial modeling skills to compute various asset allocation scenarios
  • Developing proposals based on Capital Market Expectations
  • Monitoring accounts for allocation drift and made investment recommendations for account rebalancing and/or reallocation
  • Creating account management paperwork for internal compliance related items, including Investment Policy Statement, Dollar Cost Averaging Programs, and Letters of Direction
  • Utilizing experience with: Microsoft Office software products (Word, Excel, Outlook, PowerPoint), Factset, Morningstar, and Bloomberg Terminal.

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 our Benefits site. 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.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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