Wealth Advisor III

Truist Financial
Philadelphia
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Presentation skills","Relationship management","Teamwork"]

Serve as a primary relationship advisor to high net worth and ultra-high net worth clients, deepening needs-based relationships and delivering the full Truist Wealth solutions suite. Drive revenue growth, profitability, and client retention by acquiring new clients, prospecting targeted referral sources, and coordinating with specialists across credit, mortgage, planning, investments, trust, fiduciary, and insurance. Apply advanced credit knowledge, stay current on market trends, and maintain regulatory and compliance controls.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor III

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Last checked: 18 hours agoStatus: Live

Job Summary

Serve as a primary relationship advisor to high net worth and ultra-high net worth clients, deepening needs-based relationships and delivering the full Truist Wealth solutions suite. Drive revenue growth, profitability, and client retention by acquiring new clients, prospecting targeted referral sources, and coordinating with specialists across credit, mortgage, planning, investments, trust, fiduciary, and insurance. Apply advanced credit knowledge, stay current on market trends, and maintain regulatory and compliance controls.
Location: Philadelphia
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and deepen needs-based relationships for high net worth and ultra-high net worth clients while delivering the full Truist Wealth solutions suite.
  • •Acquire new clients and meet revenue growth, profitability, and client retention goals through business development and marketing new products to existing clients.
  • •Be an expert market-moving advisor for complex and sensitive banking relationships, leveraging an external network and community presence.
  • •Coordinate with external referral sources and internal specialists/IRM partners to execute a specialist delivery model that supports client retention and prospect referrals.
  • •Maintain legal, operating, and regulatory controls, stay current on economic and investment trends, and use sound judgment on expense and operational efficiency.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor's degree required.
  • •FINRA license requirements including maintaining Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable, and relevant Life, Health, and Variable insurance licenses with continuing education.
  • •8+ years of sales and client management experience in wealth management, managing portfolios of high net and 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.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new/transfer of registration and applicable NMLS background check.
Education:Bachelor's
Skills:Interpersonal skillsSales skillsPresentation skillsRelationship managementTeamwork
Licenses:SAFE Mortgage Licensing ActNMLS
Certifications:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)LifeHealthVariable insurance
Languages:English
Tech Stack:Microsoft Office

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