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About the Role

Serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients. Develop and deepen client relationships through needs-based, high-level client service and by delivering a full suite of Truist Wealth solutions. Acquire new clients by leveraging your external network and community presence to provide confident and comprehensive wealth management advice.

Responsibilities

• Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services to existing clients.
• Self-acquire new business through active community involvement and networking.
• Act as an expert-level advisor capable of handling complex banking relationships.
• Focus on targeted prospecting and developing relationships with external referral sources.
• Collaborate with specialists and partners (credit, mortgage, planning, investment, trust, insurance) to support client service and business development.
• Utilize advanced credit knowledge to lead client and prospect conversations and advice delivery.
• Partner with Truist product specialists to deliver solutions and enhance client relationships.
• Serve as a team and peer group role model for other Wealth Advisors and Associates.
• Act as a culture champion aligned with Truist's Purpose, Mission, and Values.
• Establish and maintain business relationships with internal and external centers of influence.
• Stay updated on economic, legal, financial planning, investment trends, and market 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.
• Ensure operational efficiency and sound judgment in expense management.

Requirements

• Bachelor's Degree Required
• Maintain proper FINRA licenses including Series 7, Series 66, SIE, and applicable Life, Health, and Variable insurance licenses.
• Ensure appropriate continuing education requirements are met.
• 8+ years of sales and client management experience in Wealth Management.
• Demonstrated ability to manage a portfolio of high net worth 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 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 utilizing sales management tools.
• Ability to thrive and be an active participant on a team.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and applicable NMLS acceptable background check.

Skills

• Sales
• Client Management
• Wealth Management
• Interpersonal Skills
• Presentation Skills
• Relationship Management
• Credit Knowledge
• Deposit Products
• Investment Products
• Teamwork
• Microsoft Office Software

Location

• United States of America

Work Type

• Regular
• 1st shift

Experience Level

• 8 or more years of sales and client management experience in Wealth Management
• 5 or more years of sales and client management experience in the Wealth Management (preferred)

Education Level

• Bachelor's Degree
• CFP preferred or CTFA, CFA, CPA, JD or MBA (preferred)
• Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA (preferred)
• Graduate of a leadership or management development program (preferred)

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Disability
• Accidental death and dismemberment
• Tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated)
• 10 sick days (prorated)
• Paid holidays
• Defined benefit pension plan (potential)
• Restricted stock units (potential)
• Deferred compensation plan (potential)

About the Company

• Truist is a financial services company.
• Truist offers a full suite of Wealth solutions.
• Truist is a Drug Free Workplace.

Equal Opportunity

• Truist is an Equal Opportunity Employer that does not discriminate 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.
• EEO is the Law
• Pay Transparency Nondiscrimination Provision
• E-Verify