Wealth Advisor III

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Presentation","Interpersonal skills","Teamwork"]

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships. Drive revenue growth, client retention, and new business acquisition through business development and targeted prospecting. Provide comprehensive wealth management advice by integrating Truist Wealth solutions across deposits, credit, investments, trust, mortgage, and insurance. Stay current on market, legal, and financial planning trends while maintaining regulatory and compliance controls.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor III

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Last checked: 18 hours agoStatus: Live

Job Summary

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships. Drive revenue growth, client retention, and new business acquisition through business development and targeted prospecting. Provide comprehensive wealth management advice by integrating Truist Wealth solutions across deposits, credit, investments, trust, mortgage, and insurance. Stay current on market, legal, and financial planning trends while maintaining regulatory and compliance controls.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.
  • •Develop and deepen client relationships through needs-based, high-level client service and delivery of the full Truist Wealth solutions suite.
  • •Acquire new clients and meet revenue growth, profitability, and client retention goals through business development, marketing new products, and expanding services.
  • •Act as an expert “market moving” advisor for complex banking relationships and lead advice delivery using advanced credit knowledge.
  • •Maintain legal, operating, and regulatory controls to manage risk and compliance while partnering with specialists to deliver client financial needs.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityPaid Leave

Key Requirements

  • •Bachelor’s degree required.
  • •FINRA licensing: maintain Series 7, Series 66, SIE (as applicable) and applicable Life, Health, and Variable insurance licenses, with continuing education.
  • •8+ years of sales and client management experience in wealth management, managing portfolios of high net worth and ultra-high net worth clients with complex credit and banking needs.
  • •Advanced credit knowledge and proven experience handling complex credit deals (including working with a senior credit advisor).
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and applicable NMLS background check.
Experience:8+ yearsWealth managementHigh net worthUltra-high net worthFinancial services
Education:Bachelor's
Skills:Relationship managementSalesPresentationInterpersonal skillsTeamwork
Licenses:FINRA Series 7FINRA Series 66FINRA SIELife insurance licenseHealth insurance licenseVariable insurance licenseNMLS
Certifications:CFPCTFACFACPACPWAJDMBASAFE Mortgage Licensing Act
Languages:English
Tech Stack:Microsoft OfficeMicrosoft Office software

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