Wealth Advisor Jobs

About The Position

Requirements

• Bachelor’s degree required.
• Maintain appropriate licenses, including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable, and Life, Health, and Variable insurance licenses; meet applicable continuing education requirements.
• 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.
• Proficiency in basic computer applications, such as Microsoft Office software products.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transferred registration and applicable NMLS acceptable background check.
• English language 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, and CPA.
• Five or more years of Wealth Management sales and client management experience, with demonstrated ability to manage a portfolio of high-net-worth clients.
• 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 new clients, expanding services, and marketing products to existing clients.
• Acquire new business through active involvement and connections in the community.
• Handle challenging, sensitive, and complex banking relationships as an expert-level advisor.
• Prospect strategically and develop relationships with external referral sources.
• Coordinate with specialists and IRM partners—including credit, mortgage, planning, investment, trust and fiduciary, and insurance services—to support client service, business development, retention, and referrals.
• Use advanced credit knowledge to guide conversations and advice delivery with clients and prospects.
• Partner with Truist product specialists to deliver solutions to clients’ financial needs and enhance existing relationships.
• Work as part of a team to deliver the full suite of Truist Wealth solutions.
• Serve as a team and peer-group role model for Wealth Advisors and Wealth Associates.
• Act as a culture champion aligned with Truist’s Purpose, Mission, and Values.
• Establish and maintain mutually beneficial relationships with internal and external centers of influence to support team marketing efforts.
• Stay current on economic, legal, financial planning, investment, market, and business trends affecting affluent clients, and serve as a planning and advisory resource for clients, attorneys, and CPAs.
• Maintain appropriate legal, operating, regulatory, audit, and compliance controls to manage risk and ensure a high-quality, 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
• Depending on the position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan