- Salary information: Competitive salary based on experience and qualifications. - Job Title: Wealth Advisor III - Experience: 8 or more years of sales and client management experience in Wealth Management
H1 Heading: Join Our Team as a Wealth Advisor III in Miami, Florida
H2 Heading: About the Position
We are currently seeking a highly skilled and experienced Wealth Advisor III to join our team in Miami, Florida. As a Wealth Advisor, you will have the opportunity to work with high net worth and ultra-high net worth clients, providing them with comprehensive wealth management advice and solutions.
Responsibilities:
- Serve as the primary relationship advisor for high net worth and ultra-high net worth clients. - Develop and deepen client relationships through needs-based, high-level client service. - Utilize objective and sound personal financial planning and financial advisory concepts to provide a broad range of wealth products and services to high net worth individuals. - Acquire new clients through business development and expanding services to existing clients. - Be an active and well-connected member of the community to self-acquire new business. - Act as the expert level advisor for the most challenging and complex banking relationships. - Focus on targeted prospecting and developing relationships with external referral sources. - Work with various specialists and partners to support client service and business development efforts. - Use advanced credit knowledge to lead conversations and deliver advice to clients and prospects. - Partner with Truist product specialists to deliver solutions to client's financial needs. - 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 beneficial business relationships with internal and external centers of influence. - Stay updated on changing economic, legal, financial planning, and investment trends. - Act as a personal financial planning and 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. - Proper licenses including Series 7, Series 66, and applicable Life, Health, and Variable insurance licenses. - 8 or more years of sales and client management experience in Wealth Management. - Advanced credit knowledge and experience working complex credit deals. - Proven track record of working in a goal-based, results-driven, sales environment. - Proficiency in basic computer applications. - Must be SAFE Mortgage Licensing Act compliant within 30 days of employment. - 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.
Benefits:
- Competitive salary based on experience and qualifications. - Medical, dental, and vision insurance. - Life insurance and disability coverage. - Tax-preferred savings accounts. - 401k plan. - Paid vacation, sick days, and holidays. - Eligibility for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
Join Our Team:
- Competitive salary and benefits package. - Opportunity to work with high net worth and ultra-high net worth clients. - Utilize your skills and experience to provide comprehensive wealth management advice and solutions. - Work in a team-based environment. - Act as a culture champion aligned with Truist's Purpose, Mission, and Values. - Stay updated on changing economic, legal, financial planning, and investment trends. - Establish and maintain beneficial business relationships with internal and external centers of influence. - Comply with legal, operating, and regulatory controls to manage risk and compliance.
Why Truist:
- Truist is a leading financial services company with a strong reputation in the community. - We offer a competitive salary and benefits package. - Our team-based approach allows for collaboration and growth opportunities. - We are committed to our Purpose, Mission, and Values. - We provide ongoing training and development opportunities. - Join our team and make a difference in the lives of our clients.
Apply Now:
If you are interested in applying for the Wealth Advisor III position in Miami, Florida, please click the Apply Now button at the top or bottom of this page. After submitting your application, you will be invited to create a profile to track your application status and receive any communications from us. If you already have a profile with us, you can log in to check your application status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation by sending an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
This is a regular, full-time position.
Language Fluency:
English fluency is required for this position.
Work Shift:
This position requires first shift availability.
Join Our Team as a Wealth Advisor III in Miami, Florida:
- Competitive salary and benefits package. - Opportunity to work with high net worth and ultra-high net worth clients. - Utilize your skills and experience to provide comprehensive wealth management advice and solutions. - Work in a team-based environment. - Act as a culture champion aligned with Truist's Purpose, Mission, and Values. - Stay updated on changing economic, legal, financial planning, and investment trends. - Establish and maintain beneficial business relationships with internal and external centers of influence. - Comply with legal, operating, and regulatory controls to manage risk and compliance.
