Wealth Advisor III

8-8 yrs required

Full-time

No

SEO Friendly Job Title: Wealth Advisor III - Miami

H1: Wealth Advisor III - Miami: High Net Worth and Ultra-High Net Worth Clients

H2: Join Truist Wealth as a Wealth Advisor III in Miami

Bold Headline: Seeking Experienced Wealth Advisor III for High Net Worth and Ultra-High Net Worth Clients in Miami

Summary:
Truist Wealth is seeking a Wealth Advisor III in Miami to serve as the primary relationship advisor for high net worth and ultra-high net worth clients. This role will be responsible for developing and deepening client relationships by providing comprehensive wealth management advice and solutions. The ideal candidate will have a proven track record of acquiring new clients, extensive knowledge of financial planning and advisory concepts, and the ability to thrive in a team-based environment.

Salary Information:
- Regular employees working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, and a 401k plan.
- Depending on the position and division, this job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
- Truist offers a generous benefits package, including at least 10 days of vacation and 10 sick days during the first year of employment.
- Salary will be commensurate with experience and qualifications.

Job Title: Wealth Advisor III - Miami
Experience: 8 or more years of sales and client management experience in Wealth Management, with a demonstrated ability to manage high net worth and ultra-high net worth clients.
Location: Miami, Florida, USA

Essential Duties and Responsibilities:
- Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services for existing clients.
- Utilize external network and community connections to self-acquire new business.
- Act as an expert level advisor, handling complex banking relationships and using advanced credit knowledge to lead conversations and provide advice.
- Develop relationships with external referral sources and work with various specialists 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 culture champion, aligned with Truist's Purpose, Mission, and Values.
- Establish and maintain relationships with internal and external centers of influence, such as regional leadership teams, local advisory board members, and outside professionals.
- Stay updated on economic, legal, financial planning, and investment trends to serve as a personal financial planning/advisory resource for clients.
- Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance.
- Use sound judgment to manage expenses and operational efficiency.

Qualifications:
- Bachelor's degree required.
- Must maintain proper licenses, including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam, as well as Life, Health, and Variable insurance licenses.
- 8 or more years of sales and client management experience in Wealth Management, with a demonstrated ability to manage high net worth and ultra-high net worth clients.
- Advanced credit knowledge and a proven track record of working with complex credit deals.
- Proven working knowledge of deposit, credit, and investment products.
- Successful background in a goal-based, results-driven, sales environment.
- Ability to thrive in a team-based environment.
- Proficiency in basic computer applications, such as Microsoft Office.
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment.
- Preferred qualifications include a Bachelor's degree in Business, Finance, or Economics, and certifications such as CFP, CTFA, CFA, CPA, JD, or MBA.

General Description of Available Benefits:
- Regular employees working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
- Benefits include medical, dental, vision, life insurance, disability, tax-preferred savings accounts, and a 401k plan.
- Employees also receive at least 10 days of vacation and 10 sick days during their first year of employment, as well as paid holidays.
- Depending on the position and division, this job may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
- Truist offers a generous benefits package, with more details available on their Benefits site.

If you have the required qualifications and experience, we encourage you to apply for this exciting opportunity to join Truist Wealth as a Wealth Advisor III in Miami. Click the Apply Now button at the top or bottom of this page to start your application. After completing your application, you'll be invited to create a profile to track your application status and communicate with our team. If you already have a profile with us, you can log in to check your status. Don't miss this chance to join a highly reputable and successful company and make a positive impact on the lives of high net worth and ultra-high net worth clients in Miami. Apply now!

Not mentioned

Medical, Dental, Vision, Life Insurance, Disability, Accidental Death and Dismemberment, Tax-Preferred Savings Accounts, 401k Plan, Vacation, Sick Days, Paid Holidays, Defined Benefit Pension Plan (Possibly), Restricted Stock Units (Possibly), Deferred Compensation Plan (Possibly)

English (Required)

Relationship Building, Needs-Based Selling, Financial Planning, Investment Management, Credit Analysis, Sales, Presentation, Teamwork, Computer Proficiency, Compliance, Risk Management, Leadership, Management

Bachelor's Degree (Required), CFP (Preferred), CTFA, CFA, CPA, JD or MBA (Preferred)

Click the "Apply Now" button at the top or bottom of the page, Create a Profile, Check Application Status and Communications. If you already have a profile, log in to check status.

Qualification and Experience Bachelor's Degree in Business, Finance or Economics (Preferred), Series 7, Series 66, Securities Industry Essentials (SIE) Exam, Life, Health, and Variable insurance licenses, SAFE Mortgage Licensing Act compliant, CFP (Preferred), CTFA, CFA, CPA, JD or MBA (Preferred)

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