Wealth Advisor III

Serve as a primary relationship advisor to high net worth and ultra-high net worth clients, building and deepening needs-based relationships through Truist Wealth solutions. Acquire new clients by leveraging community networks and referral sources, while partnering with product specialists (investments, trust, mortgage, insurance) to deliver integrated wealth advice. Handle complex, sensitive banking relationships, stay current on market and financial planning trends, and maintain regulatory and compliance controls.