Financial Advisory Support Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Truist Wealth in Reston, VA is seeking a Regular position to support Financial Advisors with client servicing, financial planning workups, and trade processing. The role involves scheduling, data entry in Salesforce, and preparing client communications.
Requirements include a bachelor's degree or equivalent, FINRA SIE and Series 7/66 licenses (or progression toward them within 365 days), strong phone skills, and proficiency with Microsoft Office. U.S. market experience preferred.
We are looking to fill the Financial Advisory Support Specialist position at Truist Wealth in Reston, VA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Reston, VA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 58.000 - 75.000.
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