Wealth Advisor III - Miami

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

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building long-term relationships through needs-based service and delivery of the full Truist Wealth suite. Acquire new clients through community connections and business development, while meeting revenue growth, profitability, and retention goals. Lead complex credit and banking conversations, partner with internal specialists, maintain compliance and risk controls, and model a strong team culture.

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Truist Financial
Truist Financial
1 year ago

Wealth Advisor III - Miami

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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 long-term relationships through needs-based service and delivery of the full Truist Wealth suite. Acquire new clients through community connections and business development, while meeting revenue growth, profitability, and retention goals. Lead complex credit and banking conversations, partner with internal specialists, maintain compliance and risk controls, and model a strong team culture.
Location: Miami
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients, delivering needs-based, high-level client service.
  • •Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services to existing clients.
  • •Act as an expert “market moving” advisor for challenging and sensitive complex banking relationships.
  • •Develop targeted prospecting and relationships with external referral sources and work with IRM partners/specialists (e.g., credit, mortgage, planning, investments, trust and fiduciary, insurance).
  • •Maintain legal, operating, and regulatory controls to manage risk and compliance while staying current on economic, legal, and market trends impacting affluent clients.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor's degree required.
  • •FINRA licenses, including Series 7 and Series 66, plus SIE (as applicable), and applicable life, health, and variable insurance licenses with continuing education as needed.
  • •8+ years of sales and client management experience in wealth management managing portfolios of high net worth and ultra-high net worth clients with complex credit and banking needs.
  • •Advanced, reputable credit knowledge with a proven track record working complex credit deals (including in tandem with a senior credit advisor).
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration, and applicable NMLS background check.
Experience:8+ yearsWealth managementHigh net worth
Education:Bachelor's
Skills:Relationship managementPresentationInterpersonal skillsSales acumenTeam collaboration
Licenses:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing ActNMLS
Certifications:CFPCTFACFACPACPWAJDMBALDP
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