Job Description
Wealth Advisor III - High Net Worth and Ultra-High Net Worth Clients
Location: Available in 2 locations (United States of America)
Category: Wealth, Brokerage and Premier Banking
Job Type: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Salary: Competitive, based on experience and qualifications
Job Summary:
As a Wealth Advisor III, you will be responsible for serving as the primary relationship advisor for high net worth and ultra-high net worth clients. Your main goal will be to develop and deepen client relationships by providing needs-based, high-level client service and delivering the full suite of Truist Wealth solutions. You will also be expected to acquire new clients through business development and expanding services to existing clients.
Responsibilities:
- Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services to existing clients through business development - Utilize your external network and firm's place in the community to acquire new clients and provide comprehensive wealth management advice and solutions - Act as the expert level "market moving" advisor, handling the most challenging, sensitive, and complex banking relationships - Focus on targeted prospecting and developing relationships with external referral sources - Work effectively with various specialists and IRM partners to support client service and business development efforts - Use advanced credit knowledge to lead conversations and provide advice to clients and prospects - Partner with Truist product specialists to deliver solutions to clients' financial needs and enhance existing relationships - Thrive in a team-based approach to deliver the full suite of Truist Wealth solutions - Act as a culture champion aligned with Truist's Purpose, Mission, and Values - Establish and maintain mutually beneficial business relationships with internal and external centers of influence - Stay updated on changing economic, legal, financial planning, and investment trends - Serve as a personal financial planning/advisory resource for clients, their attorneys, and CPAs - Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance - Use sound judgment on expense and operational efficiency
Qualifications:
- 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 - Demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs - Successful track record in the high net worth marketplace - Advanced and reputable credit knowledge - Demonstrated proficiency in basic computer applications - Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role - CFP preferred or CTFA, CFA, CPA, JD, or MBA - Completion or enrollment in certification programs such as CFA, CFP, CPWA, and CPA - Graduate of a leadership or management development program (Such as LDP, Banking School)
Benefits:
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan - 10 days of vacation and 10 sick days during the first year of employment - Paid holidays - Eligibility for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan (depending on position and division)
Join the Truist team as a Wealth Advisor III and make a difference in the lives of high net worth and ultra-high net worth clients. Apply now to start your journey with us.
