Wealth Advisor III - Palm Beach / Boca Raton

Truist Bank•Fort Lauderdale, FL

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 the full suite 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 financial advisory concepts.

Requirements

Bachelor’s degree.
Maintain appropriate FINRA licenses, including Series 7, Series 66, SIE as applicable, and life, health, and variable insurance licenses; meet continuing education requirements where applicable.
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 record of using interpersonal, sales, presentation, and relationship management skills in the high-net-worth marketplace.
Advanced credit knowledge and a proven 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 products.
Comply with the SAFE Mortgage Licensing Act within 30 days of employment in this role, including new or transferred registration and an applicable acceptable NMLS background check.

Nice To Haves

CFP, 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 wealth management sales and client management experience, 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 clients, expanding services, and marketing products to existing clients.
Self-acquire new business by being active and well connected in the community.
Serve as an expert-level, market-moving advisor capable of handling challenging, sensitive, and complex banking relationships.
Conduct targeted prospecting and develop relationships with external referral sources; work with specialists and IRM partners to support client service, business development, retention, and referrals.
Use advanced credit knowledge to lead client and prospect conversations and advice delivery.
Partner with Truist product specialists, including investment, trust, mortgage, and insurance specialists, to address clients’ financial needs and strengthen relationships.
Work collaboratively to deliver the full suite of Truist Wealth solutions.
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 to support team marketing efforts.
Stay current on economic, legal, financial planning, investment, market, and business issues affecting affluent clients; serve as a personal financial planning and advisory resource for clients, attorneys, and CPAs.
Maintain legal, operational, regulatory, audit, and compliance controls to manage risk and ensure a compliant portfolio of relationships.
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 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