Wealth Advisor III
Truist Financial
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Presentation skills","Relationship management","Teamwork"]Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, developing and deepening needs-based relationships and delivering the full suite of Truist Wealth solutions. Drive revenue growth, profitability, and retention by acquiring new clients and expanding services. Provide expert “market moving” guidance on complex banking and credit needs, collaborating with Truist product specialists to address clients’ financial goals while maintaining compliance and risk controls.

