Wealth Private Banking Advisor II - Norfolk or Virginia Beach

Truist Bank•Virginia Beach, VA

About The Position

The Wealth Private Advisor deepens banking, credit, and insurance relationships with Wealth-segment clients, serving as the point of contact for Private Client Group Financial Advisors in assigned Truist regions. The advisor coordinates with those financial advisors to deliver Truist Wealth banking solutions for clients with more than $1 million in investments at Truist, identifying and fulfilling banking and credit needs where the financial advisor is the primary relationship advisor. The role builds effective partnerships with internal Integrated Relationship Management partners, including financial advisors, insurance specialists, wealth lending officers, small-business specialists, and mortgage loan officers. It requires working knowledge and experience across investments, banking, insurance, and lending to recommend solutions that support clients’ needs and financial goals. The advisor delivers primarily video-based, as well as in-person, presentations and training; consults with clients and financial advisors to establish goals and recommend customized strategies; coordinates financial profiling and implementation; and maintains sales activity and pipeline data in the bank’s CRM system. The role also builds relationships with Complex and Team Directors and financial advisors across the assigned region, supports referral training and feedback, and operates within audit, compliance, and regulatory requirements to maintain a high-quality, compliant book of business.

Requirements

Bachelor’s degree (four-year degree).
10–15 years of demonstrated leadership ability.
8–10 years of direct sales experience in financial services, or 10–15 years of sales experience in a related industry.
FINRA Series 7 and Series 63 licenses, plus life and health insurance licenses.
Results-oriented, with a proven track record of motivating and influencing others to accomplish objectives.
Demonstrated consultative communication and relationship-building skills that support client service and satisfaction.
Highly motivated, self-starting, enthusiastic, driven, performance-oriented, and committed to a strong work ethic and achieving business goals.
Excellent verbal, written, and telephone communication skills, with demonstrated leadership ability.
Ability to handle ambiguity and adapt promptly to a changing environment.
Ability to act as a respected business partner, demonstrate value to the broader team, and handle conflict diplomatically.
Demonstrated ability to build effective, revenue-generating Integrated Relationship Management partnerships.
Collaborative team player able to turn knowledge and experience into productive internal and external relationships.
Ability to partner effectively internally.
English fluency.

Nice To Haves

Certified Financial Planner (CFP) designation.
Chartered Financial Analyst (CFA) designation.
Master’s degree.

Responsibilities

Partner with Private Client Group Financial Advisors to deliver wealth banking and credit solutions for clients with more than $1 million invested at Truist.
Deliver video and in-person presentations to internal and external groups about the value of the Wealth Private Advisor relationship.
Contact existing clients, assess their needs, and recommend appropriate financial solutions using business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap).
Help financial advisors and clients set and prioritize goals, develop customized solutions and implementation timelines, and ensure follow-up.
Coordinate information gathering and financial profiling with financial advisors, clients, and prospective clients; liaise with internal and external partners to implement recommendations.
Maintain sales activity, pipeline, and other relevant information in the bank’s CRM system.
Proactively conduct outreach in the assigned Truist region with Integrated Relationship Management partners on identified key partnerships.
Educate clients and financial advisors about wealth credit and banking solutions and recommend solutions aligned with clients’ financial goals.
Ensure credit and banking solutions are delivered and serviced with a high-quality client experience.
Build strong relationships with Complex and Team Directors and Private Client Group Financial Advisors in the assigned region.
Develop and deliver training for financial advisors on the value of the offering and the referral process.
Establish ongoing two-way feedback with Complex Directors and Private Client Group Financial Advisors.
Work within audit, compliance, and regulatory requirements to maintain a high-quality, compliant book of business.
Stay current on economic, legal, financial planning, investment, market, and business trends affecting high-net-worth clients; serve as a personal financial advisory resource for clients, their attorneys, and CPAs.

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 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 deferred compensation plan.