Wealth Advisor III - Atlanta
Truist Financial
Atlanta
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 wealth clients, building needs-based relationships and delivering Truist’s full suite of wealth solutions. Acquire new clients through business development and community connections, and retain/prospect via targeted relationship building with referral sources and specialists. Provide expert, market-moving guidance on complex banking and credit needs while maintaining required regulatory controls and compliance.

