Wealth Advisor III
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, and provides comprehensive wealth management advice using objective financial planning and advisory concepts. The role is expected to be an expert-level, market-moving advisor who can manage challenging, sensitive, and complex banking relationships. It works with clients, prospects, internal product specialists, and external referral sources to address financial needs, grow business, and support client retention. The advisor also serves as a role model and culture champion while maintaining appropriate legal, operational, regulatory, audit, and compliance controls.
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 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 succeeding 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, including new or transferred registration and an applicable acceptable NMLS 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, with demonstrated ability to manage a high-net-worth client portfolio.
- 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.
- Self-acquire new business through active community involvement and strong community connections.
- Handle challenging, sensitive, and complex banking relationships as an expert-level advisor.
- Target prospects and develop relationships with external referral sources; collaborate 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 investments, trust, mortgage, and insurance, to deliver solutions and enhance client relationships.
- Work as part of a team to deliver the full suite of Truist Wealth solutions.
- Serve as a role model for Wealth Advisors and Wealth Associates and champion Truist's Purpose, Mission, and Values.
- Build and maintain mutually beneficial relationships with internal and external centers of influence to support team marketing efforts.
- Stay informed about economic, legal, financial-planning, investment, market, and business trends 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 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 as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Depending on position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
