Wealth Business Advisor I

Truist Financial
Louisville, New York, Philadelphia
Workplace: OnsiteFull timeUSD 90,000 - 120,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Relationship management","Written communication","Verbal and presentation skills"]

Develop and maintain a portfolio of high net worth business owner relationships, using objective financial planning and advisory concepts to deliver wealth products and services. Partner with Wealth Advisors and banking teams to identify prospects, present value through video and in-person trainings, coordinate financial plan delivery, and meet revenue growth, profitability, and retention goals. Manage client sales activity and pipeline in the CRM while operating within audit, compliance, and regulatory frameworks.

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Truist Financial
Truist Financial
1 month ago

Wealth Business Advisor I

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Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Develop and maintain a portfolio of high net worth business owner relationships, using objective financial planning and advisory concepts to deliver wealth products and services. Partner with Wealth Advisors and banking teams to identify prospects, present value through video and in-person trainings, coordinate financial plan delivery, and meet revenue growth, profitability, and retention goals. Manage client sales activity and pipeline in the CRM while operating within audit, compliance, and regulatory frameworks.
Location: Louisville, New York, Philadelphia
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Manage high net worth business owner client relationships as primary point of contact, selling and delivering wealth and retail banking products and services.
  • •Develop and deliver video and in-person presentations to demonstrate the value of a Wealth Business Advisor relationship.
  • •Coordinate client financial planning, including gathering information, delivering financial plans, and implementing solutions with internal and external partners.
  • •Meet revenue growth, profitability, and retention goals by developing new clients and expanding services to existing clients through partner relationships.
  • •Maintain compliant client portfolios by staying current on economic and market trends and using required CRM and sales management processes.
Travel: Low travel

Pay and Benefits

Salary: USD 90,000 - 120,000 annually
Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •Bachelor's degree with a concentration in business, accounting, finance, banking, or equivalent education and related training.
  • •Minimum of five years of experience working with affluent clients dealing with banking, investments, or financial planning (or equivalent outside sales/relationship management).
  • •Minimum of five years of business and retail lending experience.
  • •Advanced knowledge of personal financial planning/advisory and investment management/asset allocation concepts for the affluent market.
  • •NASD Series 7, 66 (or completion within first 90 days), applicable state and health licenses, and SAFE Mortgage Licensing Act compliance within 30 days of employment.
Experience:5+ yearsAffluent clientsBankingInvestmentsFinancial planningOutside salesRelationship managementRetail lending
Education:Bachelor's in business, accounting, finance, banking
Skills:Interpersonal skillsSales skillsRelationship managementWritten communicationVerbal and presentation skills
Licenses:NASD Series 7NASD Series 66SAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:Microsoft OfficeCRM

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn