Wealth Management Advisor
1 day ago
Job Summary
We are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a Wealth Management Advisor, you will be responsible for developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.
Key Responsibilities
- Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
- Self-acquire new business by being active and well connected in the community.
- Partner with Truist product specialists to deliver solutions to clients' financial needs and enhance existing relationships.
- Continuously act as a culture champion aligned with Truist's Purpose, Mission, and Values.
- Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance.
Requirements
- Bachelor's Degree Required.
- 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
- Successful track record using interpersonal, sales, presentation, and relationship management skills previously demonstrated in the high net worth marketplace.
- Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
- Ability to thrive and be an active participant on a team.
Preferred Qualifications
- Bachelor's Degree in Business, Finance, or Economics.
- CFP preferred or CTFA, CFA, CPA, JD, or MBA.
- Completion or enrollment in certification programs such as CFA, CFP, CPWA, and CPA.
- 5 or more years of sales and client management experience in Wealth Management and demonstrated ability to manage a portfolio of high net worth clients.
About Truist Inc
Truist Inc is a leading financial services company that stands for better. We are committed to creating smarter and easier experiences for our clients, connecting people and businesses to build confidence and create meaningful change in lives and communities. We believe in the power of what we can achieve together and are dedicated to doing the right thing, speaking up for those who may not be heard, and challenging the status quo.
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