Wealth Advisor III

Truist Financial
Nashville
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Sales","Presentation","Client service","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 service and delivery of the full Truist Wealth solutions suite. Acquire new clients using community connections and external networks, expand services to existing clients, and act as an expert “market moving” advisor for complex, sensitive banking and credit relationships. Partner with specialists to meet financial needs while maintaining risk and regulatory controls.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor III

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Last checked: 18 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 service and delivery of the full Truist Wealth solutions suite. Acquire new clients using community connections and external networks, expand services to existing clients, and act as an expert “market moving” advisor for complex, sensitive banking and credit relationships. Partner with specialists to meet financial needs while maintaining risk and regulatory controls.
Location: Nashville
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.
  • •Develop client relationships through needs-based, high-level service and delivery of the full Truist Wealth solutions suite.
  • •Acquire new business and meet revenue growth, profitability, and client retention goals via business development, prospecting, and marketing new products.
  • •Coordinate with specialists and IRM partners (e.g., credit, mortgage, planning, investments, trust/fiduciary, insurance) to deliver solutions and support client retention and referrals.
  • •Maintain legal, operating, and regulatory controls to manage risk and compliance while using sound judgment on expense and operational efficiency.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree required.
  • •FINRA licensing maintained (Series 7, Series 66, SIE as applicable) and applicable life, health, and variable insurance licenses, with continuing education as needed.
  • •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.
  • •Advanced and reputable credit knowledge with a track record handling complex credit deals, including in tandem with a senior credit advisor.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration, and an applicable NMLS background check.
Experience:8+ yearsWealth managementHigh net worthUltra-high net worthFinancial planningBanking
Education:Bachelor's in Business, Finance or Economics
Skills:Relationship managementSalesPresentationClient serviceRisk management
Licenses:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)Life insurance licenseHealth insurance licenseVariable insurance license
Certifications:CFPCTFACFACPAJDMBACPWA
Languages:English
Tech Stack:FINRASeries 7Series 66SIEMicrosoft OfficeLeaderboardsPipeline reportingNMLSSAFE Mortgage Licensing Act

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