Wealth Advisor III - Houston / Austin
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About The Position
The Wealth Advisor III position at Truist Bank is a full-time role focused on serving as the primary relationship advisor for high net worth and ultra-high net worth clients. The advisor is responsible for developing and deepening client relationships through needs-based, high-level client service and the delivery of the full suite of Truist Wealth solutions. This role requires a proven ability to acquire new clients by leveraging external networks and the firm’s presence in the community, providing comprehensive wealth management advice and solutions. The advisor will utilize sound personal financial planning and advisory concepts to deliver a broad range of wealth products and services to affluent individuals. Key responsibilities include meeting revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services to existing clients. The advisor is expected to be an expert-level "market moving" advisor capable of handling the most challenging and complex banking relationships. This involves targeted prospecting and developing relationships with external referral sources, effectively collaborating with various specialists and partners designated to support client service and business development efforts. The advisor will also use advanced credit knowledge to lead conversations and advice delivery with clients and prospects, partnering with Truist product specialists to deliver tailored solutions to clients' financial needs. The role emphasizes a team-based approach to deliver the full suite of Truist Wealth solutions, acting as a role model for other Wealth Advisors and Wealth Associates. The advisor will establish and maintain mutually beneficial business relationships with internal and external centers of influence, staying updated on changing economic, legal, and investment trends that impact affluent clients. Additionally, the advisor will serve as a personal financial planning resource for clients and maintain appropriate legal, operating, and regulatory controls to manage risk and compliance effectively.
