
Advice & Planning Strategic Consultant
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.
Project Management
Risk Management
Analytical Thinking
Financial Analysis
Communication Skills
Strategic Planning
Business Development
Consulting
Research
Project Management
Planning
Strategy
Communication
Forecasting
Negotiation
Financial Modeling
Presentation
Analytics
Collaboration
Organization
Facilitation
Problem-Solving
Advisory
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Teamwork
collaboration
Adaptability
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.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started