Wealth Advisor III

Truist Bank • Charlottesville, VA

18d

About The Position

Serves as the primary relationship advisor for high-net-worth and ultra-high-net-worth wealth clients. Develops and deepens client relationships through needs-based, high-level service and delivery of the full suite of Truist Wealth solutions. Acquires new clients by leveraging an external network and community presence to provide comprehensive wealth management advice and solutions. Uses objective personal financial planning and advisory concepts to deliver a broad range of wealth products and services to high-net-worth individuals.

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.
• Meet applicable continuing education requirements.
• At least 8 years of sales and client management experience in Wealth Management, with demonstrated ability to manage a portfolio of high-net-worth and ultra-high-net-worth clients with complex credit and banking needs.
• Successful track record using interpersonal, sales, presentation, and relationship management skills in the high-net-worth marketplace.
• Advanced credit knowledge and a proven track record working on complex credit deals and/or alongside a senior credit advisor.
• Advanced working knowledge of 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.
• Comply with the SAFE Mortgage Licensing Act within 30 days of employment in this role, including new or transfer registration and an applicable NMLS acceptable background check.

Nice To Haves

• Bachelor's degree in Business, Finance, or Economics.
• CFP preferred, or CTFA, CFA, CPA, JD, or MBA.
• Completion of or enrollment in certification programs such as CFA, CFP, CPWA, and CPA.
• At least 5 years of sales and client management experience in Wealth Management and demonstrated ability to manage a portfolio of high-net-worth clients.
• Graduate of a leadership or management development program, such as LDP or Banking School.

Responsibilities

• Meet revenue growth, profitability, and client retention goals by acquiring clients through business development and expanding services and marketing products to existing clients.
• Self-acquire new business by maintaining an active presence and strong connections in the community.
• Serve as an expert, market-moving advisor able to handle challenging, sensitive, and complex banking relationships.
• Conduct targeted prospecting and build relationships with external referral sources.
• Work effectively with specialists and IRM partners, including credit, mortgage, planning, investment, trust and fiduciary, and insurance services, to support client service and business development.
• Execute the specialist delivery model using centralized and regional partners while protecting the corporation's cost-to-serve requirements.
• Use advanced credit knowledge to lead client and prospect conversations and advice delivery.
• Partner with Truist product specialists to address clients' financial needs and enhance existing relationships.
• Deliver the full suite of Truist Wealth solutions through a team-based approach.
• Act as a team and peer-group role model for Wealth Advisors and Wealth Associates.
• Champion a culture 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 leaders, advisory board members, CPAs, attorneys, civic associations, and other organizations.
• 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, operational, regulatory, audit, and compliance controls for a high-quality, compliant portfolio of relationships.
• Use sound judgment regarding expenses and operational efficiency.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance.
• Accidental death and dismemberment coverage.
• Tax-preferred savings accounts.
• 401(k) plan.
• At least 10 days of vacation during the first year of employment, prorated based on hire date and full-time or part-time status.
• 10 sick days, prorated.
• Paid holidays.
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior