Wealth Advisor III - Houston / Austin

Truist Financial
Houston, Austin
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Relationship management","Sales","Presentation","Client service","Teamwork","Compliance awareness"]

Serve as a primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships through the full suite of wealth solutions. Meet revenue growth, profitability, and retention goals by acquiring new clients through community connections and business development. Lead complex, market-moving client discussions using advanced credit knowledge while partnering with Truist product specialists to deliver integrated advice and compliant risk-managed portfolios.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor III - Houston / Austin

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Last checked: 19 hours agoStatus: Live

Job Summary

Serve as a primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships through the full suite of wealth solutions. Meet revenue growth, profitability, and retention goals by acquiring new clients through community connections and business development. Lead complex, market-moving client discussions using advanced credit knowledge while partnering with Truist product specialists to deliver integrated advice and compliant risk-managed portfolios.
Location: Houston, Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key 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 and delivery of the full suite of wealth solutions.
  • •Acquire new business and meet revenue growth, profitability, and client retention goals through business development and marketing wealth products.
  • •Act as an expert “market moving” advisor for complex and sensitive banking relationships, using advanced credit knowledge in client discussions.
  • •Partner with Truist product specialists and internal/external centers of influence to deliver integrated solutions while maintaining legal, operating, and regulatory controls to manage risk and compliance.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor’s degree is required.
  • •Maintain required FINRA licenses, including Series 7 and Series 66, the Securities Industry Essentials (SIE) Exam as applicable, and applicable life, health, and variable insurance licenses, including continuing education.
  • •8+ years of sales and client management experience in wealth management, with demonstrated ability to manage portfolios of high net worth and ultra-high net worth clients with complex credit and banking needs.
  • •Successful track record using interpersonal, sales, presentation, and relationship management skills in the high net worth marketplace.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration, and an applicable NMLS acceptable background check.
Experience:Wealth managementFinancial services
Education:Bachelor's
Skills:Relationship managementSalesPresentationClient serviceTeamworkCompliance awareness
Licenses:SAFE Mortgage Licensing ActNMLS
Certifications:FINRASeries 7Series 66SIECFPCTFACFACPACPWAJDMBA
Languages:English
Tech Stack:Microsoft OfficeLeaderboardsPipeline reporting

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