Wealth Advisor III

8-8 yrs required

Full-time

No

Job Title: Wealth Advisor III

Location: Charlotte, North Carolina, USA

Company: Truist Financial Corporation

Experience: 8+ years in sales and client management in Wealth Management

Salary: Competitive, based on experience and qualifications

Summary:

Truist Financial Corporation is seeking a highly experienced and accomplished Wealth Advisor III to join our team in Charlotte, North Carolina. In this role, you will serve as the primary relationship advisor for high net worth and ultra-high net worth clients, 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 through business development and expanding services to existing clients
- Utilize your external network and firm's place in the community to acquire new clients and provide comprehensive wealth management advice and solutions
- 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 deliver advice to clients and prospects
- Partner with Truist product specialists, 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
- 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 groups, and regional leadership team
- Stay updated and knowledgeable about changing economic, legal, financial planning, investment trends, and general 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 expense and operational efficiency

Qualifications:

Required:

- Bachelor's degree
- FINRA licenses including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam
- 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
- Proven track record of success in the high net worth marketplace, using interpersonal, sales, presentation, and relationship management skills
- Advanced and reputable credit knowledge, with experience working on complex credit deals and/or in tandem with a senior credit advisor
- 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 actively participate in a team
- Proficiency in basic computer applications, such as Microsoft Office software products
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

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 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:

Truist Financial Corporation offers a comprehensive benefits package for eligible employees working 20 hours or more per week, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Employees also receive a minimum of 10 days of vacation (prorated based on hire date and full-time/part-time status), 10 sick days (prorated), and paid holidays. Depending on the position and division, employees may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. For more details on Truist's generous benefit plans, please visit our Benefits site.

Join our team at Truist Financial Corporation and become a part of a culture that is aligned with our Purpose, Mission, and Values. As a Wealth Advisor III, you will have the opportunity to use your skills and expertise to make a positive impact on the lives of our high net worth and ultra-high net worth clients. Apply now and take the first step towards a rewarding career with Truist.

Not specified

Medical, Dental, Vision, Life Insurance, Disability, Accidental Death and Dismemberment, Tax-preferred Savings Accounts, 401k Plan, Paid Time Off, Pension Plan, Restricted Stock Units, Deferred Compensation Plan

English

Business Development, Client Retention, High Net Worth Client Management, Credit Knowledge, Sales Management, Teamwork, Computer Proficiency

Bachelor's Degree

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

Legal