Wealth Advisor III - Atlanta

Truist Bank•Atlanta, GA

134d

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 Truist Wealth solutions. Acquire new clients by leveraging an external network and community presence, and provide comprehensive wealth management advice using objective personal financial planning and advisory concepts. The advisor is expected to be an expert-level, market-moving professional capable of handling challenging, sensitive, and complex banking relationships. The role works with internal specialists and external referral sources to deliver coordinated solutions across credit, mortgage, planning, investment, trust and fiduciary, and insurance services. It also serves as a personal financial planning and advisory resource for clients and their attorneys and CPAs, while maintaining appropriate legal, operational, regulatory, and risk controls.

Requirements

Bachelor's degree required.
Maintain proper licenses, including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable, and Life, Health, and Variable insurance licenses; meet continuing education requirements where needed.
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.
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 software.
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer registration and an applicable NMLS acceptable background check.

Nice To Haves

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 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 new clients, expanding services, and marketing products to existing clients.
Acquire new business through active community involvement and a strong external network.
Handle challenging, sensitive, and complex banking relationships as an expert-level advisor.
Conduct targeted prospecting and develop relationships with external referral sources.
Coordinate with specialists and IRM partners to support client service, business development, client retention, and prospect 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 deliver solutions and enhance client relationships.
Use a team-based approach to deliver the full suite of Truist Wealth solutions.
Serve as a role model for Wealth Advisors and Wealth Associates and 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 leadership, advisory board members, CPAs, attorneys, civic associations, and other organizations.
Stay informed about economic, legal, financial planning, investment, market, and business trends affecting affluent clients.
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 during the first year, prorated based on hire date and employment 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