Job Description
Wealth Advisor III: High Net Worth and Ultra-High Net Worth Client Management Role
Location: Charlotte, North Carolina, USA
Salary: 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
Department: Truist Wealth Solutions
H1: Join Our Team as a Wealth Advisor III in Charlotte, NC
H2: High Net Worth and Ultra-High Net Worth Client Management Role at Truist Wealth Solutions
Truist Wealth Solutions is seeking a highly skilled and experienced Wealth Advisor III to join our team in Charlotte, NC. In this role, you will serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients. You will be responsible for developing and deepening client relationships through needs-based, high-level client service and by delivering the full suite of Truist Wealth solutions.
Key Responsibilities:
- Acquire new clients and meet revenue growth, profitability, and client retention goals through business development and expanding services. - Utilize your external network and firm's place in the community to provide comprehensive wealth management advice and solutions. - Partner with Truist product specialists to deliver solutions to clients' financial needs and enhance existing relationships. - Be a team player and role model for other Wealth Advisors and Wealth Associates. - Continuously 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. - Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance. - Use sound judgment on expense and operational efficiency.
Qualifications:
- Bachelor's Degree in Business, Finance, or Economics. - 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. - Advanced and reputable credit knowledge. - Advanced and proven working knowledge of deposit, credit, and investment products. - Successful background working in a goal-based, results-driven, sales environment. - Ability to thrive and be an active participant on a team. - Demonstrated proficiency in basic computer applications. - Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role.
Preferred Qualifications:
- 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, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. - 10 days of vacation and 10 sick days (prorated based on date of hire and by full-time or part-time status) 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 the position and division). - Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. - Drug-free workplace.
Join Our Team:
If you are an accomplished and highly proven Wealth Advisor III with a passion for acquiring new clients and delivering comprehensive wealth management solutions, we want you on our team at Truist Wealth Solutions in Charlotte, NC. Apply now and become a part of our team!
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