Truist Financial

1 week ago

Wealth Advisor III - Houston / Austin

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 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

Website LinkedIn

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Truist Financial

1 week ago

Wealth Advisor III - Houston / Austin

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

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

Website LinkedIn