Wealth Advisor III

8-8 yrs required

Part-time

No

Job Title: Wealth Advisor III - High Net Worth Clients
Experience: 8+ years in Wealth Management and Sales
Location: New York, New York, USA
Salary: $225,000 - $275,000 per year

We are seeking a highly accomplished Wealth Advisor III to join our team and serve as the primary relationship advisor for high net worth and ultra-high net worth clients. In this role, you will be responsible for developing and deepening client relationships through needs-based, high-level client service and delivering the full suite of Truist Wealth solutions.

Key Responsibilities:
- Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services to existing clients
- Utilize your external network and community connections to acquire new business
- Act as the expert level "market moving" advisor for challenging, sensitive, and complex banking relationships
- Focus on targeted prospecting and building relationships with external referral sources
- Work with specialists and partners to deliver solutions and promote client retention and referrals
- Use advanced credit knowledge to lead conversations and provide advice to clients and prospects
- Partner with product specialists in investments, trust, mortgage, insurance, etc. to deliver solutions to clients' financial needs
- Thrive in a team-based approach to deliver the full suite of Truist Wealth solutions
- Act as a role model for other Wealth Advisors and Associates
- Establish and maintain beneficial business relationships with internal and external centers of influence
- Stay updated on economic, legal, financial planning, investment trends, and market and business issues impacting affluent clients
- Serve as a personal financial planning/advisory resource for clients, their attorneys, and CPAs
- Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance
- Use sound judgment on expenses and operational efficiency

Qualifications:
- Bachelor's degree required
- FINRA licenses including Series 7, Series 66, and SIE Exam (Life, Health, and Variable insurance licenses also preferred)
- 8+ years of sales and client management experience in Wealth Management, with a proven ability to manage high net worth and ultra-high net worth clients with complex credit and banking needs
- Successful track record in the high net worth marketplace, utilizing interpersonal, sales, presentation, and relationship management skills
- Advanced credit knowledge and experience working with complex credit deals
- Proven knowledge of deposit, credit, and investment products
- Experience in a goal-based, results-driven sales environment
- Ability to thrive in a team-based approach
- Proficiency in basic computer applications, including Microsoft Office
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment
- Bachelor's degree in Business, Finance, or Economics preferred
- CFP preferred, or CTFA, CFA, CPA, JD, or MBA certification
- Completion or enrollment in certification programs such as CFA, CFP, CPWA, and CPA
- 5+ years of sales and client management experience in Wealth Management, with a demonstrated ability to manage high net worth clients
- Graduate of a leadership or management development program (such as LDP or Banking School)

Benefits:
- Medical, dental, vision, life insurance, disability, and accidental death and dismemberment benefits
- Tax-preferred savings accounts and a 401k plan
- 10 days of vacation and 10 sick days (prorated based on date of hire and full-time/part-time status)
- Paid holidays
- May be eligible for Truist's defined benefit pension plan, restricted stock units, and/or deferred compensation plan (depending on position and division)

Join our team and become a part of a culture that is aligned with Truist's Purpose, Mission, and Values. Apply now to be considered for this exciting opportunity as a Wealth Advisor III - High Net Worth Clients.

Not specified

Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, pension plan, restricted stock units, deferred compensation plan, vacation days, sick days, paid holidays

English

Relationship management, Needs-based client service, New client acquisition, Financial planning, Sales, Credit knowledge, Investment knowledge, Goal orientation, Teamwork, Computer proficiency

Bachelor's Degree Required

Click the Apply Now button at the top or bottom of the page, create a profile, and complete the application process. If you already have a profile with Truist, log in to check status.

Qualification and Experience Bachelor's Degree in Business, Finance, Economics or related field

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