Wealth Business Advisor I
Truist Financial
Chicago, Philadelphia, Louisville, New York
Workplace: OnsiteFull timeUSD 90,000 - 120,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales skills","Relationship management","Written communication","Verbal and presentation skills"]Develop and maintain a portfolio of high net worth business owner relationships, using objective financial planning and advisory concepts to deliver wealth products and services. Partner with Wealth Advisors and banking teams to identify prospects, present value through video and in-person trainings, coordinate financial plan delivery, and meet revenue growth, profitability, and retention goals. Manage client sales activity and pipeline in the CRM while operating within audit, compliance, and regulatory frameworks.
