Wealth Advisor III

8-8 yrs required

Part-time

No

Wealth Advisor III (Washington DC & Northern VA locations)

- Category: Wealth, Brokerage, and Premier Banking
- Job ID: R0080321
- Posted Date: 09/26/2023
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
- Regular or Temporary: Regular

Job Description:
The Wealth Advisor III position at Truist is responsible for serving as the primary relationship advisor for high net worth and ultra-high net worth wealth clients. This role involves developing and deepening client relationships through needs-based, high-level client service and delivering a full suite of Truist Wealth solutions. The ideal candidate will have a proven track record of acquiring new clients, leveraging their external network and firm's reputation in the community to provide comprehensive wealth management advice and solutions. The Wealth Advisor III will also be proficient in personal financial planning and financial advisory concepts, delivering a broad range of wealth products and services to high net worth individuals.

Key Responsibilities:

- Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services to existing clients.
- Self-acquire new business by actively networking and building strong relationships in the community.
- Act as the expert-level "market-moving" advisor, handling the most challenging, sensitive, and complex banking relationships.
- Focus on targeted prospecting and developing relationships with external referral sources, working effectively with various specialists and IRM partners to promote client retention and prospect referrals.
- Use advanced credit knowledge to lead conversations and provide advice to clients and prospects.
- Partner with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions and enhance existing relationships.
- Thrive in a team-based approach to deliver the full suite of Truist Wealth solutions.
- Serve as a role model for other Wealth Advisors and Wealth Associates within the team and peer group.
- Act as a culture champion aligned with Truist's Purpose, Mission, and Values.
- Establish and maintain mutually beneficial business relationships with internal and external centers of influence, such as the CCB, CIG, regional leadership team, and local advisory board members.
- Stay updated on changing economic, legal, financial planning, investment trends, and general market and business issues that may impact affluent clients.
- Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance.
- Use sound judgment on expense and operational efficiency.

Qualifications:

Required:

- Bachelor's Degree
- FINRA: Maintains proper licenses including Series 7, Series 66, Securities Industry Essentials (SIE) Exam, Life, Health, and Variable insurance licenses.
- 8+ 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 in the high net worth marketplace, using interpersonal, sales, presentation, and relationship management skills.
- Advanced and reputable credit knowledge, with a proven track record of working complex credit deals and/or in tandem with a senior credit advisor.
- Advanced and proven working knowledge of deposit, credit, and investment products.
- Background in a goal-based, results-driven sales environment, using tools such as leaderboards, pipeline reporting, and other sales management tools.
- Ability to thrive and actively participate in a team environment.
- Proficient in basic computer applications, such as Microsoft Office software products.
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment.

Preferred:

- 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+ years of sales and client management experience in the Wealth Management, with a demonstrated ability to manage a portfolio of high net worth clients.
- Graduate of a leadership or management development program (such as LDP, Banking School).

Benefits:
As an eligible employee of Truist Financial Corporation, you will have access to various benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. You will also receive at least 10 days of vacation (prorated based on date of hire and full-time/part-time status), 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will learn more about the specific benefits available for the position you are applying for, based on your full-time/part-time status and division of work.

Not specified

Medical, Dental, Vision, Life Insurance, Disability, Tax-preferred Savings Accounts, 401k, Paid Time Off, Pension Plan (depending on division and position)

English (Required)

Relationship Management, Sales, Client Service, Financial Planning, Credit Knowledge, Investment Knowledge, Teamwork, Computer Proficiency

Bachelor's Degree (Business, Finance, Economics preferred)

Click the "Apply Now" button on the top or bottom of the page, create a profile to track application status and receive communications.

Qualification and Experience Bachelor's Degree (Business, Finance, Economics preferred)

Legal