Wealth Advisor

Truist Bank•Philadelphia, PA

135d

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. The role is expected to act as an expert, market-moving advisor for challenging, sensitive, and complex banking relationships. It combines business development, advanced credit knowledge, financial planning, and coordinated work with specialists to meet clients’ needs and support client retention. The advisor also serves as a resource for clients, attorneys, and CPAs, maintains regulatory and compliance controls, and models Truist’s culture, purpose, mission, and values. This is a regular position on the first shift. English fluency is required.

Requirements

Bachelor’s degree required.
Maintain appropriate FINRA licenses, including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam as applicable, as well as 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 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 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.
Demonstrated proficiency in basic computer applications, such as Microsoft Office.
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration and an applicable acceptable NMLS background check.
English fluency required.

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 wealth management sales and client management experience 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 clients, expanding services, and marketing products to existing clients.
Acquire new business through active community involvement and a strong professional network.
Serve as an expert advisor on challenging, sensitive, and complex banking relationships.
Conduct targeted prospecting and develop relationships with external referral sources.
Coordinate with internal specialists and partners—including credit, mortgage, planning, investment, trust and fiduciary, and insurance teams—to support service, business development, client retention, and referrals.
Use advanced credit knowledge to guide conversations and advice for clients and prospects.
Partner with Truist product specialists using a team approach to address clients’ financial needs and enhance existing relationships.
Model team-based delivery of the full suite of Truist Wealth solutions and serve as a role model for Wealth Advisors and Wealth Associates.
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 current on economic, legal, financial planning, investment, market, and business trends affecting affluent clients.
Serve as a personal financial planning and advisory resource for clients, their attorneys, and CPAs.
Maintain legal, operational, regulatory, audit, and compliance controls to manage risk and ensure a 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 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