Wealth Advisor III

Truist Financial
Richmond
Full timeUSD 200,000 - 225,000 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Interpersonal skills","Presentation skills","Compliance"]

Serve as the primary wealth relationship advisor for high net worth and ultra-high net worth clients. Build and deepen client relationships by acquiring new clients through business development, targeted prospecting, and expanding services for existing clients. Deliver Truist Wealth solutions using specialists and partners across credit, mortgage, planning, investments, trust/fiduciary, and insurance. Stay current on market trends and maintain legal and regulatory controls while meeting retention and growth goals.

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Truist Financial
Truist Financial
2 days ago

Wealth Advisor III

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Last checked: 23 hours agoStatus: Live

Job Summary

Serve as the primary wealth relationship advisor for high net worth and ultra-high net worth clients. Build and deepen client relationships by acquiring new clients through business development, targeted prospecting, and expanding services for existing clients. Deliver Truist Wealth solutions using specialists and partners across credit, mortgage, planning, investments, trust/fiduciary, and insurance. Stay current on market trends and maintain legal and regulatory controls while meeting retention and growth goals.
Location: Richmond
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services while marketing new products.
  • •Self-acquire new business by actively building connections in the community.
  • •Serve as an expert “market moving” advisor for challenging, sensitive, and complex client banking relationships.
  • •Develop and execute targeted prospecting and manage relationships with external referral sources and designated specialists/IRM partners.
  • •Partner with Truist product specialists to deliver a full suite of wealth solutions and maintain risk and regulatory controls.

Pay and Benefits

Salary: USD 200,000 - 225,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401k

Key Requirements

  • •Bachelor's degree required.
  • •Maintain FINRA licenses including Series 7 and Series 66, and the Securities Industry Essentials (SIE) Exam as applicable; also maintain relevant Life, Health, and Variable insurance licenses and ongoing continuing education.
  • •8+ years of sales and client management experience in wealth management, including managing portfolios of high net worth and ultra-high net worth clients with complex credit and banking needs.
  • •Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or with a senior credit advisor.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment (including new or transfer of registration) and meet applicable NMLS background check requirements.
Experience:8+ yearsWealth managementHigh net worthUltra-high net worthBankingFinancial services
Education:Bachelor's in Business, Finance or Economics
Skills:Relationship managementSalesInterpersonal skillsPresentation skillsCompliance
Licenses:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)Life insurance licenseHealth insurance licenseVariable insurance license
Certifications:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)CFPCTFACFACPAJDMBASAFE Mortgage Licensing ActNMLS
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