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.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor III - Atlanta

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Last checked: 18 hours agoStatus: Live

Job Summary

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.
Location: Atlanta
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, delivering the full suite of Truist Wealth solutions.
  • •Develop and deepen client relationships through high-level, needs-based service and integrated financial planning/advisory.
  • •Acquire new clients and meet revenue growth, profitability, and client retention goals through business development, marketing, and community networking.
  • •Act as an expert market-moving advisor for the most challenging, sensitive, and complex banking relationships.
  • •Maintain legal, operating, and regulatory controls to manage risk and compliance while supporting expense and operational efficiency.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •Bachelor's degree required.
  • •FINRA license maintenance including Series 7, Series 66, Securities Industry Essentials (SIE) Exam as applicable, plus life, health, and variable insurance licenses and continuing education.
  • •8+ years of sales and client management experience in wealth management, including managing high net and ultra-high net worth portfolios with complex credit and banking needs.
  • •Advanced credit knowledge and a proven track record working complex credit deals or alongside a senior credit advisor.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration, and an applicable NMLS background check.
Experience:8+ yearsWealth managementHigh net worthUltra-high net worthFinancial services
Education:Bachelor's
Skills:Interpersonal skillsSales skillsPresentation skillsRelationship managementTeamwork
Licenses:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE) ExamLife insurance licenseHealth insurance licenseVariable insurance licenseNMLS
Certifications:Series 7Series 66Securities Industry Essentials (SIE)CFPCTFACFACPACPWASAFE Mortgage Licensing Act
Languages:English
Tech Stack:Microsoft OfficeMicrosoft Office software

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