Truist Financial

5 months ago

Wealth Advisor - San Antonio, TX

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a primary advisor for high net worth and ultra-high net worth clients, deepening needs-based relationships and delivering the full suite of wealth solutions. Drive revenue, profitability, and retention by acquiring new clients through business development, targeted prospecting, and strong community presence. Use advanced credit knowledge and collaborate with Truist specialists to recommend and coordinate integrated wealth strategies while maintaining regulatory and compliance controls.

Location: San Antonio

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Serve as the 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 through business development and expanding services for existing clients.
•Act as an expert “market moving” advisor capable of handling challenging, sensitive, and complex banking relationships.
•Develop relationships with external referral sources and coordinate with specialists and IRM partners (e.g., credit, mortgage, planning, investments, trust and fiduciary, insurance) to drive retention and prospect referrals.
•Stay current on economic, legal, and financial planning and investment trends and maintain legal, operating, and regulatory controls to manage risk and compliance.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor's degree is required.
•Maintain FINRA licensing including Series 7, Series 66, the SIE exam as applicable, and required life/health/variable insurance licenses.
•8+ years of sales and client management experience in wealth management with demonstrated ability to manage 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 successful track record in the high net worth marketplace.
•Advanced credit knowledge and working proficiency with deposit, credit, and investment products; must be SAFE Mortgage Licensing Act compliant within 30 days of employment.

Experience:8+ yearsWealth managementHigh net worth

Education:Bachelor's

Skills:Relationship managementSalesPresentationInterpersonal skillsCompliance awareness

Licenses:FINRA Series 7FINRA Series 66SIELife, Health, and Variable insurance licenses

Certifications:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)SAFE 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

Website LinkedIn

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Truist Financial

5 months ago

Wealth Advisor - San Antonio, TX

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: San Antonio

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Serve as the 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 through business development and expanding services for existing clients.
•Act as an expert “market moving” advisor capable of handling challenging, sensitive, and complex banking relationships.
•Develop relationships with external referral sources and coordinate with specialists and IRM partners (e.g., credit, mortgage, planning, investments, trust and fiduciary, insurance) to drive retention and prospect referrals.
•Stay current on economic, legal, and financial planning and investment trends and maintain legal, operating, and regulatory controls to manage risk and compliance.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor's degree is required.
•Maintain FINRA licensing including Series 7, Series 66, the SIE exam as applicable, and required life/health/variable insurance licenses.
•8+ years of sales and client management experience in wealth management with demonstrated ability to manage 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 successful track record in the high net worth marketplace.
•Advanced credit knowledge and working proficiency with deposit, credit, and investment products; must be SAFE Mortgage Licensing Act compliant within 30 days of employment.

Experience:8+ yearsWealth managementHigh net worth

Education:Bachelor's

Skills:Relationship managementSalesPresentationInterpersonal skillsCompliance awareness

Licenses:FINRA Series 7FINRA Series 66SIELife, Health, and Variable insurance licenses

Certifications:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)SAFE 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

Website LinkedIn