Wealth Advisor III

8-8 yrs required

Part-time

No

Wealth Advisor III - Charlotte, North Carolina, USA - Truist Wealth

Salary Information:
- Competitive salary based on experience, qualifications, and performance
- Eligible for Truist's generous benefit plans, including medical, dental, vision, life insurance, disability, 401k, and more

Job Title:
- Wealth Advisor III - responsible for managing relationships with high net worth and ultra-high net worth clients
- Acquiring new clients through business development and expanding services
- Utilizing external network and community presence to provide comprehensive wealth management advice and solutions
- Utilizing objective and sound personal financial planning and advisory concepts

Experience Information:
- 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 with proven experience in complex credit deals
- Proficiency in deposit, credit, and investment products
- Experience in a goal-based, results-driven, sales environment
- Ability to work well in a team setting

Job Description:

H1: Wealth Advisor III - Manage High Net Worth and Ultra-High Net Worth Clients
H2: Join Truist Wealth and Make a Difference in Clients' Lives

We are seeking an experienced Wealth Advisor III to join our team in Charlotte, North Carolina. In this role, you will be responsible for managing relationships with high net worth and ultra-high net worth clients, providing them with comprehensive wealth management advice and solutions. You will also be responsible for acquiring new clients through business development and expanding services.

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 presence to acquire new business
- Be 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
- Work with various specialists and partners to deliver solutions to clients' financial needs
- Be a team player, collaborating with other Wealth Advisors and Wealth Associates
- Act as a culture champion, aligned with Truist's Purpose, Mission, and Values
- Establish and maintain relationships with internal and external centers of influence
- Stay updated on economic, legal, financial planning, and investment trends
- Serve as a personal financial planning/advisory resource for clients, attorneys, and CPAs
- Maintain appropriate risk and compliance controls
- Use sound judgment on expense and operational efficiency

Qualifications:

- Bachelor's Degree required
- FINRA: Maintains proper licenses including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam as applicable
- 8 or more years of sales and client management experience in Wealth Management
- Proven ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
- Advanced credit knowledge and experience in complex credit deals
- Proficiency in deposit, credit, and investment products
- Successful background in a goal-based, results-driven, sales environment
- Ability to thrive in a team setting
- Proficiency in basic computer applications, such as Microsoft Office
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment

Preferred Qualifications:

- 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 or more years of sales and client management experience in Wealth Management
- Graduate of a leadership or management development program

Benefits:
- Competitive salary
- Medical, dental, vision, life insurance, disability, and other benefit plans
- Generous vacation, sick days, and paid holidays
- Eligibility for Truist's defined benefit pension plan, restricted stock units, and/or deferred compensation plan (depending on position and division)

Don't miss this opportunity to join Truist Wealth and make a difference in clients' lives. Apply now and become part of our team!

Not specified

Medical, Dental, Vision, Life Insurance, Disability, Accidental Death and Dismemberment, Tax-Preferred Savings Accounts, 401k, Vacation, Sick Days, Paid Holidays, Defined Benefit Pension Plan (depending on position and division)

English

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

Bachelor's Degree in Business, Finance, or Economics preferred

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

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