International Wealth Management Advisor

4 weeks ago


Houston, Texas, United States Truist Financial Full time

Job Summary:

The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment, including PEPs, PICS, and select professional firms. This role manages a portfolio of approximately 25-50 clients, developing and maintaining important revenue-generating client relationships within the defined Reserve/GenSpring market segment.

Key Responsibilities:

  1. As the primary point of contact, integration, and responsibility for IWM clients, the Wealth Advisor sells, delivers, and provides ongoing service for a broad range of fee income and retail banking products and services appropriate to our affluent NRA clients.
  2. The role requires significant relationship management, business development, presentation, and sales skills that establish the Wealth Advisor as a trusted, client-focused, financial advisor with capabilities to serve affluent clients, including the UHNW segment ($5MM+).
  3. Responsible for new client acquisition and the growth, enhancement, and retention of their existing book of business.
  4. Provides integrated delivery of a broad range of wealth products and services, including financial planning, asset management, personal trust and estate planning, insurance, and risk management services.
  5. Establishes and updates periodically their understanding of client financial needs and conditions based on sound profiling and personal financial planning analysis.
  6. Acts as a personal financial planning/advisory resource for clients, their attorneys, and CPAs.

Requirements:

  • Bachelor's Degree, preferably with concentrations in personal financial planning, investment management, business administration, accounting, finance, or banking, or equivalent education and related training.
  • Minimum of 8 years of progressively more responsible International banking, investment, and personal financial planning/advisory related experience with experience in affluent client relationship management and business development with complex and significant client cases.
  • FINRA: 7 & 63, 65, or 66 and 215 Health Variable & Life insurance license.
  • Strong oral, written, and presentation skills, with proficiency using Word, Excel, and PowerPoint skills.
  • International travel is required.
  • Spoken and written fluency in one or more languages other than English is necessary.

About Truist Financial Corporation:

Truist Financial Corporation is a diverse workforce and 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.



  • Houston, Texas, United States MAI Wealth Management, Inc. Full time

    Job Title: Wealth AdvisorMAI Wealth Management, Inc. is seeking a highly skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for supporting and implementing our full-service approach to working with clients in our Advisor Referral Program (ARP).Key Responsibilities:Manage and assist in managing client relationships from...


  • Houston, Texas, United States Cube Management Full time

    Job DescriptionWe are seeking a highly skilled Senior Wealth Management Advisor to join our team at Cube Management. As a key member of our financial services team, you will be responsible for providing exceptional wealth management services to our high net worth clients.Key Responsibilities:Develop and implement customized wealth management strategies for...


  • Houston, Texas, United States Linscomb Wealth Full time

    Job Title: Wealth Management SpecialistAt Linscomb Wealth, we are seeking a highly skilled Wealth Management Specialist to join our team. This role will be responsible for providing strategic and tactical leadership to our clients, working closely with them to identify and refine their goals and objectives.Key Responsibilities:Develop and implement client...


  • Houston, Texas, United States Linscomb Wealth Full time

    We are seeking a talented and driven Senior Wealth Planning Associate to join our team at Linscomb Wealth. As a key member of our Wealth Management team, you will play a critical role in advancing the careers of our Wealth Advisors while gaining exposure in all areas of wealth management.This exciting opportunity will see you participate in client meetings...


  • Houston, Texas, United States Sunflower Bank Full time

    Job SummarySunflower Bank is seeking a seasoned Wealth Management Advisor to join our growing team in Houston, TX. As a key member of our Wealth Management team, you will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.Key...


  • Houston, Texas, United States Ronald Blue & Co Full time

    Job SummaryThis role is responsible for providing world-class service to clients and continually striving to effectively bring new clients into the Company to serve. The Private Wealth Advisor will provide leadership, direction, and accountability for team members, ensuring their on-going growth and development.Key ResponsibilitiesBusiness Development:...

  • Tax Advisor

    4 weeks ago


    Houston, Texas, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner for individuals and families seeking to...


  • Houston, Texas, United States BOK Financial Full time

    Job SummaryThe Private Wealth Advisor is responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, and similar entities. This role involves managing client relationships, providing ongoing financial planning, education, and coaching to achieve long-term financial goals. The Advisor will also have access...


  • Houston, Texas, United States Sequoia Financial Group Full time

    About Sequoia Financial GroupWe are a Registered Investment Advisor (RIA) headquartered in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services.Our PurposeWe exist to enrich lives by delivering honest, consistent experiences for our clients and team members. Our core values guide us in achieving this...


  • Houston, Texas, United States Sunflower Bank, N.A. Full time

    Job Title: Wealth Management AdvisorSunflower Bank, N.A. is seeking a seasoned Wealth Management Advisor to join our growing Wealth Management team in Houston, Tx.The ideal candidate will be responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit...


  • Houston, Texas, United States Truist Inc Full time

    Job Summary:We are seeking a highly skilled Wealth Support Specialist to join our team at Truist Inc. As a key member of our Wealth Management division, you will provide exceptional client and advisor support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing high net-worth clients.Key Responsibilities:Support workload...


  • Houston, Texas, United States Inscription Capital Full time

    We are seeking a highly skilled Wealth Management Operations Associate/Client Service Associate to join our team at Inscription Capital. The ideal candidate will possess excellent communication skills, be able to juggle multiple tasks, and approach challenges with a problem-solving attitude. They will thrive in a fast-paced and ever-changing environment, be...


  • Houston, Texas, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled Wealth Support Specialist to join our team at Truist Inc. The successful candidate will provide exceptional client service and support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing a portfolio of high net-worth clients.Key ResponsibilitiesTriage and delegate client and advisor...


  • Houston, Texas, United States Willis Johnson & Associates Full time

    Job SummaryWillis Johnson & Associates is seeking a highly skilled and motivated Wealth Management Associate to join our team. As a key member of our wealth management team, you will work closely with senior advisors to prepare and implement client financial strategies, plans, and analysis.Key Responsibilities:Prepare comprehensive financial plans, reviews,...


  • Houston, Texas, United States Corient Private Wealth LLC Full time

    Job DescriptionAt Corient Private Wealth LLC, we are seeking a highly skilled Fixed Income Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing close to $2 billion in assets under management (AUM).Key Responsibilities:Directly support the group Partner in managing close to $2 billion AUM.Maintain...


  • Houston, Texas, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner in achieving our clients' financial goals.We are...


  • Houston, Texas, United States Willis Johnson & Associates Full time

    Job OverviewThe Wealth Manager is a key advisor on client relationships at Willis Johnson & Associates. This role involves overseeing the preparation and implementation of client financial plans and investment strategies independently or with the support of a Financial Planning Analyst or Associate Wealth Manager.The Wealth Manager conducts Financial...


  • Houston, Texas, United States Hines Full time

    Overview:Hines is a leading global real estate investment manager driven by our belief that real estate is fundamentally about people. As a Private Wealth Consultant, you will play a key role in maintaining and developing relationships with the financial advisory community to drive assets under management and initiatives in a respective...


  • Houston, Texas, United States Linscomb Wealth Full time

    Job Title: Senior Client Service AssociateAt Linscomb Wealth, we are seeking a highly skilled Senior Client Service Associate to join our team. This role is responsible for providing exceptional client service, working closely with our Wealth Advisors and Operations teams to ensure seamless client experiences.Key Responsibilities:Work with clients to open...


  • Houston, Texas, United States Willis Johnson & Associates Full time

    The Wealth Manager at Willis Johnson & Associates is a key advisor on client relationships, overseeing the preparation and implementation of client financial plans and investment strategies. This role involves conducting Financial Planning Reviews for clients, providing ongoing guidance and advice, and meeting with prospective clients to gather data and...