Truist Financial

Advice & Planning Strategic Consultant

Truist Financial

Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Truist Financial is seeking a highly motivated and creative Advice & Planning Strategic Consultant to join our team. The ideal candidate will be a self-starter who is able to develop innovative solutions and strategies to help us realize our business goals. The successful candidate should have a strong understanding of the financial services industry and have the ability to think strategically and tactically to develop effective solutions.This position requires a Bachelor's degree in finance, economics, or business and a minimum of three years of experience in financial advice and planning. The ideal candidate will have excellent communication, problem-solving, and analytical skills. The successful candidate will be an independent thinker with a drive for excellence. We are looking for someone who has an entrepreneurial spirit and is able to collaborate effectively with team members. If you thrive in a fast-paced environment and have the skills and experience to take our Advice & Planning initiatives to the next level, we want to hear from you!

Responsibilities: • Develop innovative and creative solutions to help Truist Financial reach its business goals. • Analyze and evaluate the financial services industry to develop effective strategies. • Utilize excellent communication, problem solving, and analytical skills. • Work independently and collaboratively with team members. • Remain current on industry trends and developments. • Maintain a drive for excellence and an entrepreneurial spirit. • Proactively identify opportunities to improve the Advice & Planning initiatives. • Design and execute effective strategies to maximize success. • Monitor progress and measure results to ensure objectives are being met.

Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • Project Management

  • Risk Management

  • Analytical Thinking

  • Financial Analysis

  • Communication Skills

  • Strategic Planning

  • Business Development

  • Consulting

Required Skills
  • Research

  • Project Management

  • Planning

  • Strategy

  • Communication

  • Forecasting

  • Negotiation

  • Financial Modeling

  • Presentation

  • Analytics

  • Collaboration

  • Organization

  • Facilitation

  • Problem-Solving

  • Advisory

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Advice & Planning Strategic Consultant in Charlotte, NC, USA is between $62,000 and $114,000 per year. Factors such as experience, education, and industry may affect the salary range.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 2nd, 2023
Apply BeforeMay 22nd, 2025
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About Truist Financial

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.

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