Wealth Private Banking Advisor II (Baltimore, Bethesda, Greater Washington)

Truist Bank•Baltimore, MD

6d•$110,000 - $130,000

About The Position

The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. The Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor. The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals.

Requirements

Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives.
Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations
Must have excellent verbal, written and phone communication skills and demonstrated leadership ability
Ability to handle ambiguity and promptly capable to adapt to changing environment
Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict
Demonstrated ability to engage and foster effective revenue generating IRM partnerships
Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally.
Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's.
4-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 licensing: 7, 66 and insurance life and health.
Must be able to partner well internally

Nice To Haves

CFP, CFA, Master's Degree

Responsibilities

Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist.
Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region.
Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business.

Benefits

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume