Wealth Advisor II

Truist Bank•Huntsville, AL

About The Position

Serve as the primary relationship advisor for high-net-worth wealth clients. Develop and deepen client relationships through needs-based, high-level service and delivery of Truist Wealth solutions. Use Truist’s referral network to acquire clients and develop external networks to provide comprehensive wealth management advice and solutions. Apply objective personal financial planning and advisory concepts to deliver a broad range of wealth products and services to high-net-worth individuals. The role focuses on growing revenue, profitability, and client retention by acquiring clients, expanding services, and marketing products to existing clients. The advisor collaborates with internal specialists and external referral sources, provides credit-informed advice, and works in a team-based model to address clients’ financial needs. The role also involves keeping current on market and financial planning developments, serving as a planning resource for clients and their professional advisors, and maintaining appropriate controls for risk, compliance, and operational efficiency.

Requirements

Bachelor’s degree.
Maintain appropriate licenses, including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable, and life, health, and variable insurance licenses.
Five or more years of sales and client management experience in wealth management, with demonstrated ability to manage a portfolio of affluent and high-net-worth clients.
Successful track record using interpersonal, sales, presentation, and relationship management skills in the affluent marketplace.
Solid and reputable credit knowledge.
Advanced knowledge of current deposit, credit, and investment products.
Successful background in a goal-based, results-driven sales environment using tools such as leaderboards, pipeline reporting, and other sales management tools.
Ability to thrive and actively participate on a team.
Proficiency in basic computer applications, such as Microsoft Office software.
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transferred registration and an applicable acceptable NMLS background check.

Nice To Haves

Bachelor’s degree in business, finance, or economics.
MBA.
Completion of or enrollment in certification programs such as CFA, CFP, CPWA, or CPA.
Five or more years of wealth management sales and client management experience with demonstrated ability to manage a high-net-worth client portfolio.
Graduation from a leadership or management development program, such as LDP or Banking School.

Responsibilities

Meet revenue growth, profitability, and client retention goals by acquiring new clients, expanding services, and marketing products to existing clients.
Conduct targeted prospecting and develop relationships with external referral sources.
Work with specialists and IRM partners, including credit, mortgage, planning, investment, trust and fiduciary, and insurance services, to support client service, business development, retention, and referrals.
Use advanced credit knowledge to lead client and prospect conversations and advice delivery.
Partner with Truist product specialists to deliver solutions to clients’ financial needs and enhance existing relationships.
Work in a team-based approach to deliver the full suite of Truist Wealth solutions.
Act as a culture champion aligned with Truist’s Purpose, Mission, and Values.
Establish and maintain business relationships with internal and external centers of influence, including business groups, regional leaders, advisory board members, CPAs, attorneys, civic associations, and other organizations.
Stay current on economic, legal, financial planning, investment, market, and business developments affecting affluent clients.
Serve as a personal financial planning and advisory resource for clients, their attorneys, and CPAs.
Maintain legal, operating, regulatory, audit, compliance, and risk controls for a high-quality compliant portfolio.
Use sound judgment regarding expenses and operational efficiency.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401(k) plan
At least 10 days of vacation during the first year, prorated based on hire date and employment status
10 sick days, prorated
Paid holidays
Depending on position and division, defined benefit pension plan, restricted stock units, and/or deferred compensation plan