Wealth Advisor III - Dallas / Fort Worth

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, developing and deepening relationships through needs-based client service and delivery of Truist Wealth solutions. Acquire new clients and grow profitability and retention goals via business development, community connections, and targeted prospecting. Lead complex, market-moving advisory conversations using advanced credit knowledge and partner with specialists across investments, trust, mortgage, insurance, and planning to meet clients’ financial needs while maintaining compliance and risk controls.