Wealth Business Advisor

Develop and maintain a portfolio of high-net-worth business owner relationships, serving as the primary contact and delivering an integrated suite of wealth products and services. Partner with Wealth Advisors and internal teams to identify prospects, present to groups (video/in person), and support revenue growth, profitability, and retention goals. Use WRAP and Truist sales processes, manage sales activity in the bank’s CRM, and ensure a compliant, credit-focused client experience.