Wealth Management Advisor III

4 weeks ago

Winter Park, Florida, United States Truist Full time

Position Overview:

As a key representative for a select group of affluent clients, you will be responsible for fostering strong relationships and delivering tailored financial solutions.

Key Responsibilities:

  • Act as the main liaison for a designated portfolio of high-net-worth clients.
  • Assess and interpret client financial objectives to offer customized financial advisory services.
  • Stay updated on market dynamics and economic factors that may impact client portfolios.
  • Achieve financial targets and client retention through proactive client engagement and marketing initiatives.
  • Work in partnership with internal teams to provide a holistic suite of financial services.
  • Build and maintain productive relationships with external business associates to drive growth.
  • Adhere to compliance and regulatory standards while ensuring audit readiness.
  • Mentor and guide new team members in delivering exceptional financial advice.

Qualifications Required:

  • Bachelor's degree in finance, business administration, or a related discipline.
  • A minimum of 8 years in the banking sector or 5 years in client relationship management.
  • In-depth understanding of financial planning, investment strategies, and retail banking operations.
  • Possession of necessary licenses (SIE, Series 7, 65, Insurance).
  • Outstanding communication and interpersonal skills.
  • Proficient in Microsoft Office Suite and financial planning tools.

Preferred Qualifications:

  • At least 10 years of experience in banking with a focus on high-net-worth clientele.
  • Advanced certifications in financial planning or related fields.
  • Familiarity with financial planning software.

About Truist Financial Corporation:

Truist Financial Corporation stands as a premier financial services provider, dedicated to delivering innovative and personalized financial solutions. With a commitment to excellence and client satisfaction, Truist aims to empower individuals and businesses in achieving their financial aspirations.

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