Wealth Advisor III

Truist Financial
Virginia
Workplace: OnsiteFull timeUSD 240,000 - 270,000 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Presentation","Client retention","Risk management"]

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening relationships through needs-based, high-level wealth service. Drive revenue growth, profitability, and retention by acquiring new clients via community connections and targeted prospecting. Deliver the full suite of wealth solutions in partnership with specialists, using advanced credit knowledge, robust sales tools, and strong risk/compliance practices.

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FursaFursa
Truist Financial
Truist Financial
2 months ago

Wealth Advisor III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening relationships through needs-based, high-level wealth service. Drive revenue growth, profitability, and retention by acquiring new clients via community connections and targeted prospecting. Deliver the full suite of wealth solutions in partnership with specialists, using advanced credit knowledge, robust sales tools, and strong risk/compliance practices.
Location: Virginia
Workplace: Onsite
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 through marketing new products.
  • •Self-acquire new business through community networking and being active and well connected.
  • •Serve as an expert “market moving” advisor for the most challenging, sensitive, and complex wealth and banking relationships.
  • •Prospect and build relationships with external referral sources while coordinating with specialists and IRM partners to support client service and business development.
  • •Maintain legal, operating, and regulatory controls to manage risk and ensure compliant portfolio relationships.

Pay and Benefits

Salary: USD 240,000 - 270,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysPension

Key Requirements

  • •Bachelor’s degree required.
  • •FINRA licenses required (including Series 7 and Series 66, plus SIE as applicable) and appropriate continuing education; Life, Health, and Variable insurance licenses as applicable.
  • •8+ years of sales and client management experience in wealth management, managing high net and ultra-high net worth client portfolios with complex credit and banking needs.
  • •Proven interpersonal, sales, presentation, and relationship management skills with a track record in the high net worth marketplace.
  • •Advanced and reputable credit knowledge, including experience working complex credit deals and/or with a senior credit advisor.
Experience:8+ yearsWealth managementHigh net worthPrivate banking
Education:Bachelor's in Business, Finance or Economics (preferred)
Skills:Relationship managementSalesPresentationClient retentionRisk management
Licenses:FINRA Series 7FINRA Series 66SIELife insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing Act compliantNMLS
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