Wealth Advisor III

Truist Financial
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Client relationship management","Sales","Presentation skills","Business development","Teamwork"]

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships through the full suite of wealth solutions. Acquire new clients through community connections and targeted prospecting, partner with specialists across credit, mortgage, planning, investments, trust/fiduciary, and insurance, and advise clients using advanced credit, deposit, and investment knowledge while maintaining regulatory and compliance controls.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

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 the full suite of wealth solutions. Acquire new clients through community connections and targeted prospecting, partner with specialists across credit, mortgage, planning, investments, trust/fiduciary, and insurance, and advise clients using advanced credit, deposit, and investment knowledge while maintaining regulatory and compliance controls.
Location: United States
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.
  • •Develop and deepen client relationships through needs-based, high-level client service using Truist Wealth solutions.
  • •Acquire new clients and meet revenue growth, profitability, and client retention goals through business development and marketing products to existing clients.
  • •Act as an expert “market moving” advisor for complex and sensitive banking relationships and lead advice delivery using advanced credit knowledge.
  • •Maintain legal, operating, and regulatory controls to manage risk and compliance while working with internal and external specialists to deliver solutions.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor's degree required.
  • •FINRA licenses required, including Series 7 and Series 66, and the Securities Industry Essentials (SIE) Exam as applicable; maintain applicable life, health, and variable insurance licenses.
  • •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.
  • •Successful track record using interpersonal, sales, presentation, and relationship management skills in the high net worth marketplace.
  • •Advanced, reputable credit knowledge and proven experience working complex credit deals, including working with senior credit advisors.
Experience:8+ yearsWealth managementFinancial servicesBankingHigh net worthUltra-high net worth
Education:Bachelor's
Skills:Client relationship managementSalesPresentation skillsBusiness developmentTeamwork
Licenses:Series 7Series 66SIELife insurance licenseHealth insurance licenseVariable insurance license
Certifications:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)SAFE Mortgage Licensing Act complianceNMLS
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
WebsiteLinkedIn