Wealth Advisor II

Truist•Huntsville, AL

About The Position

Serve as the primary relationship advisor for high-net-worth wealth clients, developing and deepening relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions. Use Truist’s referral network to generate client acquisition and build an emerging ability to network externally, providing comprehensive wealth management advice and solutions. Apply objective personal financial planning and financial advisory concepts to integrate a broad range of wealth products and services for high-net-worth individuals. The role focuses on growth, profitability, and retention through client acquisition, targeted prospecting, relationship development, and expanding services to existing clients. The advisor collaborates with internal specialists and partners across credit, mortgage, planning, investment, trust and fiduciary, and insurance services. The role also maintains business relationships with internal and external centers of influence, serves as a financial planning resource for clients and their professional advisors, keeps current on relevant market and regulatory developments, and operates within legal, compliance, audit, and risk-control frameworks.

Requirements

Bachelor’s degree.
Maintain appropriate FINRA licenses, including Series 7 and Series 66, and the Securities Industry Essentials (SIE) Exam as applicable; maintain applicable Life, Health, and Variable insurance licenses.
At least 5 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 products.
Comply with the SAFE Mortgage Licensing Act within 30 days of employment, including new or transfer registration and an applicable acceptable NMLS background check.
English language fluency required.

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.
At least 5 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 prospect referrals.
Execute the specialist delivery model using centralized and regional partners while considering the corporation’s cost-to-serve requirements.
Use advanced credit knowledge to help lead client and prospect conversations and advice delivery.
Partner with Truist product specialists to deliver solutions to clients’ financial needs and enhance existing relationships.
Collaborate as part of a team 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 mutually beneficial relationships with internal and external centers of influence, including business groups, regional leadership, advisory board members, CPAs, attorneys, and civic associations.
Stay current on economic, legal, financial planning, investment, market, and business trends affecting affluent clients.
Serve as a personal financial planning and advisory resource for clients, their attorneys, and CPAs.
Maintain appropriate legal, operating, regulatory, audit, and compliance controls to manage risk and ensure 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 as applicable
10 sick days, prorated as applicable
Paid holidays
May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division