Wealth Business Advisor II

Truist Bank • Winter Park, FL

1d

About The Position

Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner segment within the Truist footprint. 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 including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to that are relevant and tailored towards the high net worth business owner client segment. Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth Relationship and Advisory Process)
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Requirements

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent education and related training
• Minimum of ten years of experience working with affluent and high net worth clients dealing with banking, investments, or financial planning or equivalent experience in outside sales and/or relationship management
• Minimum of ten years of business and retail lending experience
• Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market
• Strong interpersonal, sales and relationship management skills
• Strong written, verbal and presentation skills
• NASD Series 7,66 or equivalent licenses (or completion within first 90 days of employment)
• Applicable state and health licenses
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to travel, occasionally overnight

Nice To Haves

• Master's degree in business, accounting, finance, or banking
• Completion of established management or career development program such as Truist's Leadership Development Program (LDP) or Truist Banking School
• Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA)

Responsibilities

• Manage Client Relationships with High Net Worth business owners
• Effectively work with partners and build relationships in Truist
• Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level