Wealth Advisor III

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.