Wealth Advisor III

8-8 yrs required

Part-time

No

Wealth Advisor III (Washington DC & Northern VA locations)

Company: Truist Financial Corporation

Category: Wealth, Brokerage and Premier Banking

Job ID: R0080321

Posted Date: 09/26/2023

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Salary: Competitive, based on experience and qualifications

Job Title: Wealth Advisor III

Experience: 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs

Education: Bachelor's Degree in Business, Finance or Economics (required), CFP preferred or CTFA, CFA, CPA, JD or MBA (preferred)

Location: Washington DC & Northern VA

Benefits: Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, 10 days of vacation, 10 sick days, paid holidays, and potential eligibility for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan

H1: Wealth Advisor III Opportunity at Truist Financial Corporation in Washington DC & Northern VA

H2: Join Our Team as a Wealth Advisor III and Help High Net Worth Clients Achieve Financial Success

Bold Headlines:

- High Net Worth and Ultra-High Net Worth Wealth Advisor Opportunity in Washington DC & Northern VA
- Join a Leading Financial Corporation and Help Clients Reach Their Financial Goals
- Competitive Salary and Benefits Package Available for Experienced Wealth Advisors
- Utilize Your Sales and Client Management Skills to Acquire and Grow High Net Worth Relationships
- Be Part of a Team-Based Approach to Deliver Comprehensive Wealth Solutions
- Thrive in a Culture That Values Purpose, Mission and Values Alignment
- Develop Strong Relationships with Internal and External Centers of Influence
- Stay Updated on Changing Economic and Financial Trends to Provide Expert Financial Advice
- Manage Risk and Compliance with Sound Judgment and Operational Efficiency
- Advance Your Career with Truist Financial Corporation and Receive Ongoing Training and Development Opportunities

Not mentioned

Medical, Dental, Vision, Life Insurance, Disability, 401k, Vacation, Sick Days, Paid Holidays, Pension Plan, Restricted Stock Units, Deferred Compensation Plan (specific benefits may vary based on position and division)

English

Relationship management, Business development, Sales, Financial planning, Credit knowledge, Investment products, Teamwork, Time management, Communication, Compliance

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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