Wealth Advisor III

Truist Financial
Florida
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Presentation","Client service","Teamwork","Judgment","Problem-solving"]

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, developing and deepening client relationships through needs-based wealth service. Drive revenue growth by acquiring new clients, prospecting via your external network, and working with referral sources and IRM partners. Provide advanced financial planning and integrated advice across Truist Wealth solutions while meeting licensing, compliance, and risk-control requirements.

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Truist Financial
Truist Financial
2 months ago

Wealth Advisor III

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Last checked: 14 hours agoStatus: Live

Job Summary

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, developing and deepening client relationships through needs-based wealth service. Drive revenue growth by acquiring new clients, prospecting via your external network, and working with referral sources and IRM partners. Provide advanced financial planning and integrated advice across Truist Wealth solutions while meeting licensing, compliance, and risk-control requirements.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Acquire new clients and meet revenue growth, profitability, and retention goals through business development, service expansion, and marketing new products.
  • •Serve as the expert “market moving” advisor for challenging, sensitive, and complex banking relationships and credit discussions.
  • •Prospect and develop relationships with external referral sources, coordinating with specialists and IRM partners (credit, mortgage, planning, investments, trust/fiduciary, insurance) to support retention and referrals.
  • •Partner with Truist product specialists (investments, trust, mortgage, insurance, etc.) to deliver integrated wealth solutions that enhance client relationships.
  • •Maintain legal, operating, and regulatory controls to manage risk and compliance while staying current on economic, legal, and market trends impacting affluent clients.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionRsus

Key Requirements

  • •Bachelor’s degree (required).
  • •Maintain FINRA licenses including Series 7 and Series 66 (and SIE as applicable); keep life/health/variable insurance licenses current as required.
  • •8+ years of sales and client management experience in wealth management, including managing portfolios of high net worth/ultra-high net worth clients with complex credit and banking needs.
  • •Demonstrated track record using interpersonal, sales, presentation, and relationship-management skills in the high net worth marketplace.
  • •Advanced credit knowledge and proven experience working complex credit deals, plus working knowledge of deposit, credit, and investment products.
Experience:8+ yearsWealth management
Education:Bachelor's
Skills:Relationship managementSalesPresentationClient serviceTeamworkJudgmentProblem-solving
Licenses:Series 7Series 66Securities Industry Essentials (SIE)LifeHealthVariable insuranceSAFE 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