Wealth Management Advisor
1 day ago
We are seeking a highly skilled and experienced Wealth Advisor to join our team at Truist Inc. As a Wealth Advisor, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with comprehensive wealth management advice and solutions.
Key Responsibilities- Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services 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.
- Use advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
- Continuously act as a culture champion aligned with Truist's Purpose, Mission, and Values.
- Bachelor's Degree Required.
- FINRA: Maintains proper licenses, including Series 7, Series 66, and Securities Industry Essentials (SIE) Exam as applicable.
- 8 or more years of sales and client management experience in Wealth Management, with 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 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.
- 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, with a demonstrated ability to manage a portfolio of high net worth clients.
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 and 10 sick days during their first year of employment, along with paid holidays.
Truist supports a diverse workforce and 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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