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Licensed Wealth Onboarding Specialist
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-08-13
Listing for:
Fayette Chamber of Commerce
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Truist Financial Corporation seeks a Wealth Onboarding Specialist (Licensed) to oversee initial setup for new wealth teammates, including Premier Bankers. You will report to the Wealth Onboarding Manager and ensure a smooth transition into new roles.
Responsibilities include preparing onboarding packages, opening accounts, coordinating office setup and systems training, plus remote onboarding support. Travel 2–6 weeks at a time and participate in 30/60/90 day check-ins.
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