Wealth Advisor III

8-8 yrs required

Part-time

No

The Wealth Advisor III position is a highly sought after role in the financial industry, offering a competitive salary and extensive benefits package. With a focus on serving as a primary relationship advisor for high net worth and ultra-high net worth clients, the Wealth Advisor III is responsible for developing and deepening client relationships through needs-based, high-level client service and by delivering the full suite of Truist Wealth solutions. This role requires an accomplished and highly proven individual who excels at acquiring new clients by leveraging their external network and firm place in the community to provide confident and comprehensive wealth management advice and solutions. The ideal candidate will have a Bachelor's degree and 8 or more years of sales and client management experience in Wealth Management, as well as a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. A successful track record in the high net worth marketplace, as well as advanced credit knowledge and proven working knowledge of deposit, credit, and investment products, are also required for this role. Additionally, the Wealth Advisor III must be able to thrive in a team-based approach and demonstrate proficiency in basic computer applications.

This position offers a competitive salary and extensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation during their first year of employment, along with 10 sick days 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.

Essential Duties and Responsibilities:
- Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
- Self-acquire new business by being active and well-connected in the community.
- Expected to be the expert level "market-moving" advisor with the ability to handle the most challenging, sensitive, and complex banking relationships.
- Focus on targeted prospecting and developing relationships with external referral sources, effectively working with various specialists and IRM partners to support client service and business development efforts.
- Use advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
- Partner with Truist product specialists to deliver solutions to client's financial needs and enhance existing relationships.
- Thrive in a team-based approach to deliver the full suite of Truist Wealth solutions.
- 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.
- Stay updated on changing economic, legal, financial planning, investment trends, and general market and business issues impacting affluent clients.
- Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance.
- Use sound judgment on expense and operational efficiency.

Qualifications:
- Bachelor's degree required.
- FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses.
- 8 or more years of sales and client management experience in Wealth Management.
- 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.
- Advanced and reputable credit knowledge.
- Advanced and proven working knowledge of deposit, credit, and investment products.
- Successful background working in a goal-based, results-driven, sales environment.
- Ability to thrive and be an active participant on a team.
- Demonstrated proficiency in basic computer applications.
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role.

Preferred Qualifications:
- .
- 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.
- Graduate of a leadership or management development program.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.
- No less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during the first year of employment.
- 10 sick days (prorated) and paid holidays.
- Eligibility for specific benefits may be determined by the division of Truist offering the position.
- 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.

Not specified

Medical, Dental, Vision, Life Insurance, Disability, Tax-Preferred Savings Accounts, 401k, Vacation, Sick Days, Paid Holidays, Pension Plan (possibly), Restricted Stock Units (possibly), Deferred Compensation Plan (possibly)

English (Required)

Relationship Management, Business Development, Financial Planning, Sales, Credit Knowledge, Investment Knowledge, Teamwork, Compliance, Risk Management, Computer Proficiency

Bachelor's Degree Required

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

Legal