Wealth Advisor - Huntsville, AL

Truist Financial
Huntsville
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Presentation","Interpersonal skills","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 the full suite of wealth solutions. Acquire new clients through business development and community connections, partner with internal specialists to deliver coordinated advice (credit, mortgage, planning, investments, trust, insurance), and help meet revenue, profitability, and retention goals while staying current on legal and market trends and maintaining compliance controls.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor - Huntsville, AL

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Last checked: 15 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 the full suite of wealth solutions. Acquire new clients through business development and community connections, partner with internal specialists to deliver coordinated advice (credit, mortgage, planning, investments, trust, insurance), and help meet revenue, profitability, and retention goals while staying current on legal and market trends and maintaining compliance controls.
Location: Huntsville
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 through high-level, needs-based service and delivery of the full suite of wealth solutions.
  • •Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services for existing clients.
  • •Prospect targeted clients and develop relationships with external referral sources, working with IRM partners and specialists to support service and business development.
  • •Maintain legal, operating, and regulatory controls to manage risk and compliance while staying current on economic, legal, and investment trends affecting affluent clients.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor's degree required.
  • •FINRA licenses maintained including Series 7 and Series 66, the Securities Industry Essentials (SIE) Exam as applicable, and 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 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 or transfer of registration, and applicable NMLS acceptable background check.
Experience:8+ yearsWealth managementHigh net worthUltra-high net worth
Education:Bachelor's
Skills:Relationship managementSalesPresentationInterpersonal skillsTeam collaboration
Licenses:FINRA Series 7FINRA Series 66SIE ExamLife insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing ActNMLS
Certifications:CFPCTFACFACPACPWAMBAJD
Languages:English
Tech Stack:Microsoft OfficeLeaderboardsPipeline reporting

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