Wealth Advisor

Truist Financial-posted 5 months ago

Full-time • Senior

Philadelphia, PA

5,001-10,000 employees

Credit Intermediation and Related Activities

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Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals.

Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
Self-acquires new business by being active and well connected in the community
Expected to be the expert level 'market moving' advisor with ability to handle the most challenging, sensitive and complex banking relationships
Focuses on targeted prospecting and developing relationships with external referral sources
Effectively work with various specialists and IRM partners who are designated to support client service and business development efforts
Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
Partners with Truist product specialists using a team approach to deliver solutions to client's financial needs
Thrives in a team based approach to deliver the full suite of Truist Wealth solutions
Team and peer group role model for other Wealth Advisors and Wealth Associates
Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
Establish and maintain mutually beneficial business relationships with internal and external centers of influence
Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients
Maintain appropriate legal, operating and regulatory controls to manage risk and compliance
Using sound judgment on expense and operational efficiency

Bachelor's Degree Required
FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses
8 or more years of sales and client management experience in Wealth Management
Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
Advanced and reputable credit knowledge with a proven track record working complex credit deals
Advanced and proven working knowledge of deposit, credit and investment products
Successful background working in a goal based, results-driven, sales environment
Ability to thrive and be an active participant on a team
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment

Bachelor's Degree in Business, Finance or Economics
CFP preferred or CTFA, CFA, CPA, JD or MBA
Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
5 or more years of sales and client management experience in the Wealth Management
Graduate of a leadership or management development program

Medical, dental, vision, life insurance, disability, accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation during the first year of employment
10 sick days
Paid holidays
Defined benefit pension plan, restricted stock units, and/or a deferred compensation plan may be available

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