Wealth Advisor III

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.