Wealth Advisor III

Truist • Charlottesville, VA

21d • $200,000 - $225,000

About The Position

Serve as the primary relationship advisor for high-net-worth and ultra-high-net-worth wealth clients. Develop and deepen client relationships through needs-based, high-level service and delivery of the full suite of Truist Wealth solutions. Acquire clients by leveraging an external network and community standing, and provide comprehensive wealth management advice using objective financial planning and advisory concepts. The advisor is expected to handle challenging and complex banking relationships, deliver advanced credit advice, and work with product specialists and other partners to address clients’ financial needs. This role also serves as a team and peer-group role model and culture champion, while maintaining compliant, well-controlled client relationships.

Requirements

• Bachelor’s degree required.
• Maintain appropriate licenses, including Series 7, Series 66, SIE 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 high-net-worth and ultra-high-net-worth clients with complex credit and banking needs.
• Successful record of interpersonal, sales, presentation, and relationship-management skills in the high-net-worth marketplace.
• Advanced credit knowledge and proven experience with complex credit deals and/or working alongside a senior credit advisor.
• Advanced working knowledge of deposit, credit, and investment products.
• Successful experience 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.
• Comply with the SAFE Mortgage Licensing Act within 30 days of employment, including new or transferred 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, or CPA.
• At least 5 years of sales and client management experience in wealth management, 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.
• Self-acquire new business through active involvement and strong connections in the community.
• Serve as an expert-level advisor capable of handling challenging, sensitive, and complex banking relationships.
• Target prospects and develop relationships with external referral sources; coordinate with specialists and IRM partners to support client service, business development, retention, and referrals.
• Use advanced credit knowledge to lead conversations and advise clients and prospects.
• Partner with Truist product specialists—including investment, trust, mortgage, and insurance specialists—to provide solutions and deepen existing relationships.
• Use a team-based approach to deliver the full suite of Truist Wealth solutions.
• Act as a role model for Wealth Advisors and Wealth Associates and champion 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, and civic organizations.
• Stay current on economic, legal, financial planning, investment, market, and business developments affecting affluent clients; serve as a financial planning and advisory resource for clients, attorneys, and CPAs.
• Maintain legal, operational, 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 in the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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