Wealth Management Advisor

1 day ago


Bloomington, Illinois, United States Truist Inc Full time
Job Summary

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.
Requirements
  • 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.
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, with a 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 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.



  • Bloomington, Illinois, United States U.S. Bancorp Full time

    Role SummaryThe Wealth Management Advisor position is a key member of the Wealth Management Team, responsible for delivering investment planning and insurance products strategies. The successful candidate will facilitate the delivery of capabilities including portfolio management, financial planning, and investment banking.Key ResponsibilitiesDevelop and...

  • Wealth Team Manager

    3 weeks ago


    Bloomington, Illinois, United States Beck Region - Modern Woodmen of America Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Team Manager to join our Beck Region team at Modern Woodmen of America. As a key member of our leadership team, you will be responsible for driving the growth of our local office, serving members' financial needs, and demonstrating leadership in the community.Key ResponsibilitiesServe...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job Title: ParaplannerWe are seeking a skilled Paraplanner to join our team at JTB International Inc. as a key member of our financial planning and wealth management services team.Job SummaryThe Paraplanner will provide direct support to our Financial Advisors, utilizing specialized financial planning software to assist with client and administrative...

  • Tax Senior Manager

    4 weeks ago


    Bloomington, Illinois, United States RSM Full time

    Unlock Your Potential as a Tax Senior Manager at RSMWe are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience, and our ability to be compelling to our clients.About the...


  • Bloomington, Illinois, United States Cordia Resources by Cherry Bekaert Full time

    Client Advisor Job DescriptionCordia Resources by Cherry Bekaert is seeking a skilled Client Advisor to join our team. As a Client Advisor, you will be responsible for forging strong partnerships with clients built on trust.You will continuously identify, assess, and manage risks created by the client to mitigate risk posed to the firm and promote their...

  • Insurance Advisor

    3 weeks ago


    Bloomington, Illinois, United States Beck Region - Modern Woodmen of America Full time

    Insurance Advisor RoleWe are seeking a highly motivated and results-driven Insurance Advisor to join our team at the Beck Region of Modern Woodmen of America. As an Insurance Advisor, you will play a critical role in helping our members achieve their financial goals and securing their futures.Key Responsibilities:Client Consultation: Meet with clients to...


  • Bloomington, Illinois, United States Cordia Resources by Cherry Bekaert Full time

    Client AdvisorCordia Resources by Cherry Bekaert is seeking a seasoned Client Advisor to join our team. As a Client Advisor, you will be responsible for forging strong partnerships with clients built on trust. Your primary objective will be to identify, assess, and manage risks created by the client to mitigate risk posed to the firm and promote their...


  • Bloomington, Illinois, United States Infinitive Inc Full time

    Job Overview*Candidates must be local to the Washington D.C. metro area.About Infinitive:Infinitive is a consultancy specializing in data and artificial intelligence, dedicated to assisting clients in modernizing, monetizing, and operationalizing their data to generate significant and enduring value. Our team possesses extensive industry knowledge and...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job OverviewBenefits:401(k) PlanCompetitive CompensationComplimentary Snacks and BeveragesHealth CoverageHome Office AllowancePaid LeaveProfit Sharing OpportunitiesProfessional DevelopmentTuition ReimbursementJTB INTERNATIONAL INC is dedicated to providing comprehensive financial planning and wealth management solutions to clients worldwide. Our...


  • Bloomington, Illinois, United States Peraton Full time

    Job Title: Cyber Systems Engineering Senior AdvisorWe are seeking an experienced Cyber Systems Engineer to support our fast-paced operational projects. As a Senior Advisor, you will play a critical role in the development and refinement of technologies, as well as the coordination of integration, target development, and support.Responsibilities:Support the...


  • Bloomington, Illinois, United States Peraton Full time

    Job SummaryWe are seeking an experienced Systems Integration Senior Advisor to support our fast-paced operational projects. The ideal candidate will work collaboratively with senior management, technical project directors, systems engineers, customer stakeholders, mission partners, and development contractors to ensure systems are deployed properly and...


  • Bloomington, Illinois, United States Peraton Full time

    Job SummaryWe are seeking an experienced Systems Integration Senior Advisor to support our fast-paced operational projects. The ideal candidate will work collaboratively with senior management, technical project directors, systems engineers, customer stakeholders, mission partners, and development contractors to ensure systems are deployed properly and...


  • Bloomington, Illinois, United States MITRE Full time

    Job Description:The Strategy and Policy Department at MITRE is seeking a highly skilled Lead Intelligence Acquisition Advisor to drive innovative solutions and thought leadership in the Intelligence Community. As a key member of our team, you will be responsible for developing and implementing acquisition strategies that meet the needs of our mission...


  • Bloomington, Illinois, United States MITRE Full time

    Job SummaryWe are seeking a seasoned technical advisor to join our team at MITRE. As a Lead Technical Advisor for Special Activities, you will provide expert subject matter expertise to shape and develop opportunities for direct sponsor work on capability development, technical evaluation, and SME advisory projects across MITRE's Intelligence Center sponsor...


  • Bloomington, Illinois, United States MITRE Full time

    Job Description:The Strategy and Policy Department at MITRE is seeking a highly skilled Lead Intelligence Acquisition Advisor to drive innovative solutions and thought leadership in the Intelligence Community. As a key member of our team, you will collaborate extensively across the IC and DoD components to develop requirements capability documents and...

  • Technology Manager

    2 weeks ago


    Bloomington, Illinois, United States RE Tech Advisors Full time

    Job Title: Technology ManagerRE Tech Advisors is seeking a highly motivated and experienced Technology Manager to lead a team dedicated to designing and executing technology solutions, including software and visual development, database management, and architecture design.Key Responsibilities:Lead and manage technical projects related to data analytics and...


  • Bloomington, Illinois, United States MITRE Full time

    Job Summary:We are seeking an experienced Lead Contracts and Acquisition Advisor to join our team at MITRE. As a key member of our Intelligence Center Acquisition Department, you will play a critical role in supporting the business side of mission by helping our sponsor leverage its buying power and enhancing overall acquisition effectiveness.Key...


  • Bloomington, Illinois, United States MITRE Full time

    Unlock Your Potential as an Acquisition AdvisorAt MITRE, we're committed to tackling our nation's toughest challenges and making a lasting impact. As an Acquisition Advisor, you'll play a vital role in shaping the future of acquisition advisory, supporting the intelligence/DOD community, and contributing to the success of national security missions.Key...


  • Bloomington, Illinois, United States MITRE Full time

    Unlock Your Potential as an Acquisition AdvisorAt MITRE, we're committed to tackling our nation's toughest challenges and making a lasting impact. As an Acquisition Advisor, you'll play a critical role in shaping the future of acquisition advisory, supporting the intelligence/DOD community, and contributing to the success of national security missions.Key...

  • Account Manager III

    3 weeks ago


    Bloomington, Illinois, United States Forrester Full time

    About This Role:We're seeking a highly skilled Account Manager III to join our core sales organization. As a trusted business advisor, you'll build long-term relationships with existing high-tech client accounts, deepen client engagement, and identify growth opportunities.You'll become well-versed in the high-tech industry and support clients in implementing...