Wealth Management Advisor

4 weeks ago

New York, New York, United States Truist Inc Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with tailored financial solutions and advice to meet their complex banking and credit needs.

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, leveraging your external network and firm place in the community to provide confident and comprehensive wealth management advice and solutions.
  • Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals.
  • Partner with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to clients' financial needs and to enhance existing relationships.
  • Continuously act as a culture champion that is 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 worth and ultra-high net worth clients with complex credit and banking needs.
  • Maintains proper licenses, including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable, Life, Health, and Variable insurance licenses.
  • Ensures that appropriate continuing education requirements are met where needed.
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 the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients.
Benefits

Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Truist is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

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