Truist Financial

1 year ago

Wealth Advisor III - Orlando

✓ 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 the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships through Truist Wealth’s full suite of solutions. Acquire new clients via business development and community connections, manage complex banking and credit conversations, and coordinate with specialists across investments, trust, mortgage, insurance, and more to deliver integrated wealth planning. Meet retention and growth goals while staying current on legal and market trends.

Location: Orlando

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 clients, providing needs-based, high-level service and delivering the full suite of Truist Wealth solutions.
•Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services to existing clients.
•Act as an expert “market moving” advisor able to handle the most 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 support client service and prospect referrals.
•Maintain legal, operating, and regulatory controls to manage risk and compliance, and use sound judgment on expense and operational efficiency.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor's degree is required.
•Maintain FINRA licenses including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam as applicable, plus applicable life, health, and variable insurance licenses, including continuing education requirements.
•8+ years of sales and client management experience in wealth management, including managing portfolios of high net worth and ultra-high net worth clients with complex credit and banking needs.
•Advanced knowledge of credit and proven experience working complex credit deals; demonstrate interpersonal, sales, presentation, and relationship management skills in the high net worth marketplace.
•Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration, and an applicable NMLS acceptable background check.

Experience:8+ yearsWealth management

Education:Bachelor's

Skills:Relationship managementSalesPresentationTeamworkCompliance

Licenses:FINRA Series 7FINRA Series 66SIELife insuranceHealth insuranceVariable insuranceSAFE Mortgage Licensing ActNMLS

Certifications:CFPCTFACFACPACPWA

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

Website LinkedIn

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Truist Financial

1 year ago

Wealth Advisor III - Orlando

✓ 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: Orlando

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 clients, providing needs-based, high-level service and delivering the full suite of Truist Wealth solutions.
•Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services to existing clients.
•Act as an expert “market moving” advisor able to handle the most 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 support client service and prospect referrals.
•Maintain legal, operating, and regulatory controls to manage risk and compliance, and use sound judgment on expense and operational efficiency.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Bachelor's degree is required.
•Maintain FINRA licenses including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam as applicable, plus applicable life, health, and variable insurance licenses, including continuing education requirements.
•8+ years of sales and client management experience in wealth management, including managing portfolios of high net worth and ultra-high net worth clients with complex credit and banking needs.
•Advanced knowledge of credit and proven experience working complex credit deals; demonstrate interpersonal, sales, presentation, and relationship management skills in the high net worth marketplace.
•Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration, and an applicable NMLS acceptable background check.

Experience:8+ yearsWealth management

Education:Bachelor's

Skills:Relationship managementSalesPresentationTeamworkCompliance

Licenses:FINRA Series 7FINRA Series 66SIELife insuranceHealth insuranceVariable insuranceSAFE Mortgage Licensing ActNMLS

Certifications:CFPCTFACFACPACPWA

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

Website LinkedIn