Thank you for your interest in Truist!
Sr. Wealth Advisor at Truist:
- Job Title: Sr. Wealth Advisor
- Job ID: R0094174
- Location: New York, New York and Greenwich, Connecticut, USA
- Date Posted: 09/25/2024
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
Truist is looking for a Sr. Wealth Advisor to join their team in New York and Greenwich. This individual will serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients, responsible for 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 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.
- Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners to promote client retention and prospect referrals.
- Uses advanced credit knowledge to lead conversations and deliver advice to clients and prospects.
- Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs.
- Thrives in a team-based approach to deliver the full suite of Truist Wealth solutions.
- Team and peer group role model for other Wealth Advisors and Wealth Associates.
- 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, and regional leadership team.
- 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.
Required Qualifications:
- Bachelor's Degree.
- 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 and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
- Successful track record using interpersonal, sales, presentation, and relationship management skills in the high net worth marketplace.
- Advanced and reputable credit knowledge with a proven track record working 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 be an active participant on a team.
- Demonstrated 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.
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.
Truist stands for better:
- Truist's relentless pursuit of better means always looking forward, pursuing what's next and boldly believing in the power of what can be achieved together.
- Truist promises to stand for better by creating smarter and easier experiences for clients, connecting people and businesses, and doing the right thing.
- Truist combines distinctive personal service with investments in innovation to create transformational client experiences.
- Truist believes the unique blend of human touch and innovative technology will set them apart, instill confidence, and build deeper levels of trust with clients.
Salary Information:
- Base salary for this position ranges from $175,000 to $285,000.
Benefits for Eligible Employees:
- All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits.
- Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.
- Teammates receive no less than 10 days of vacation, 10 sick days, and paid holidays during their first year of employment.
- 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.
Equal Opportunity Employer:
- Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.
- Truist is a Drug-Free Workplace.
Join Truist and be a part of their pursuit of better. Apply now!
