Wealth Advisor III - Tampa / Naples

Truist Financial
Naples
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Presentation skills","Relationship management","Team collaboration"]

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships through delivery of Truist Wealth solutions. Drive revenue growth, profitability, and client retention by acquiring new clients, expanding services, and partnering with specialists across investments, trust, mortgage, insurance, and more. Provide advanced credit and financial planning guidance, maintain regulatory controls, and role model collaboration with other wealth advisors.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor III - Tampa / Naples

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Last checked: 19 hours agoStatus: Live

Job Summary

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships through delivery of Truist Wealth solutions. Drive revenue growth, profitability, and client retention by acquiring new clients, expanding services, and partnering with specialists across investments, trust, mortgage, insurance, and more. Provide advanced credit and financial planning guidance, maintain regulatory controls, and role model collaboration with other wealth advisors.
Location: Naples
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 wealth clients.
  • •Develop and deepen client relationships by delivering the full suite of Truist Wealth solutions.
  • •Meet revenue growth, profitability, and client retention goals by acquiring new clients and marketing products to existing clients.
  • •Lead complex, sensitive, and challenging “market moving” conversations using advanced credit knowledge.
  • •Maintain legal, operating, and regulatory controls to manage risk and ensure compliance.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor's degree required.
  • •FINRA licensing and ongoing continuing education; maintains Series 7 and Series 66 and the Securities Industry Essentials (SIE) exam as applicable, plus applicable Life, Health, and Variable insurance licenses.
  • •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 of interpersonal, sales, presentation, and relationship management skills in the high net worth marketplace.
  • •Advanced credit knowledge and proven experience working complex credit deals and/or with a senior credit advisor.
Experience:8+ yearsWealth managementHigh net worthUltra-high net worthFinancial servicesSales
Education:Bachelor's
Skills:Interpersonal skillsSales skillsPresentation skillsRelationship managementTeam collaboration
Licenses:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing Act compliantNMLS background check
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