Wealth Advisor III

Truist Bank•Nashville, TN

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 external networks and community connections, and provide comprehensive wealth management advice using objective financial-planning and advisory concepts. The advisor is expected to be an expert-level, market-moving professional who can handle challenging, sensitive, and complex banking relationships. The role works closely with internal specialists and external referral sources to address clients’ financial needs, grow business, retain clients, and manage a compliant portfolio. It also serves as a team and peer-group role model and culture champion.

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 experience in a goal-based, results-driven sales environment using tools such as leaderboards and pipeline reporting.
Ability to thrive and actively participate on a team.
Proficiency in basic computer applications, such as Microsoft Office.
Must be SAFE Mortgage Licensing Act compliant 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, and 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 targeted prospecting.
Manage challenging, sensitive, and complex banking relationships as an expert-level advisor.
Develop relationships with external referral sources and coordinate with internal 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.
Establish and maintain mutually beneficial relationships with internal and external centers of influence, including regional leadership, advisory board members, CPAs, attorneys, and civic organizations.
Keep current on economic, legal, financial-planning, investment, market, and business developments affecting affluent clients, and serve as a planning and advisory resource for clients and their attorneys and CPAs.
Maintain legal, operational, regulatory, audit, and compliance controls to support 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 a deferred compensation plan, depending on position and division