Wealth Advisor III - Palm Beach / Boca Raton

Truist Financial
United States
Workplace: OnsiteFull timeFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Relationship management","Interpersonal skills","Sales","Presentation","Team collaboration"]

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, building and deepening needs-based relationships while delivering Truist Wealth solutions. Acquire new clients through community engagement and business development, and manage complex credit and banking needs. Partner with Truist product specialists and referral sources to provide integrated wealth management guidance, maintain regulatory controls, and achieve retention, revenue growth, and profitability goals.

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Truist Financial
Truist Financial
1 month ago

Wealth Advisor III - Palm Beach / Boca Raton

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Last checked: 19 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 while delivering Truist Wealth solutions. Acquire new clients through community engagement and business development, and manage complex credit and banking needs. Partner with Truist product specialists and referral sources to provide integrated wealth management guidance, maintain regulatory controls, and achieve retention, revenue growth, and profitability goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services for existing clients.
  • •Self-acquire new business by staying active and well connected in the community.
  • •Serve as an expert “market moving” advisor and handle challenging, sensitive, and complex banking relationships.
  • •Develop relationships with external referral sources and coordinate with specialists and IRM partners (credit, mortgage, planning, investment, trust and fiduciary, insurance) to drive retention and referrals.
  • •Provide objective personal financial planning and advisory using advanced credit knowledge, and maintain legal, operating, and regulatory controls to manage risk and compliance.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid SickPaid Holidays

Key Requirements

  • •Bachelor’s degree is required.
  • •Maintain required FINRA licenses, including Series 7 and Series 66, plus the SIE exam as applicable, and keep life, health, and variable insurance licenses current with continuing education.
  • •8+ years of sales and client management experience in wealth management, with proven ability managing portfolios of high net worth and ultra-high net worth clients with complex credit and banking needs.
  • •Use interpersonal, sales, presentation, and relationship-management skills to succeed in the high net worth marketplace.
  • •Be SAFE Mortgage Licensing Act compliant within 30 days of employment, including NMLS background check and applicable new/transfer registration.
Experience:8+ yearsWealth managementHigh net worthFinancial services
Education:Bachelor's
Skills:Relationship managementInterpersonal skillsSalesPresentationTeam collaboration
Licenses:FINRA Series 7FINRA Series 66Securities Industry Essentials (SIE)Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing ActNMLS
Certifications:CFPCTFACFACPACPWAJDMBA
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
WebsiteLinkedIn