Wealth Advisor III

Regular full-time position. Fluency in English required. 1st shift (United States of America).

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 delivery of the full suite of Truist Wealth solutions. Acquire new clients by leveraging external networks and the firm’s community presence to provide confident, comprehensive wealth management advice. Utilize objective financial planning and advisory concepts to deliver an integrated range of wealth products and services to high-net-worth individuals.

Responsibilities

• Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services to existing clients.
• Self-acquire new business by being active and well-connected in the community.
• Act as an 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.
• Collaborate with specialists and IRM partners (e.g., credit, mortgage, planning, investment, trust, fiduciary, and insurance services) to promote client retention and prospect referrals.
• Execute the specialist delivery model using both centralized and regionalized partners to manage cost-to-serve requirements.
• Use advanced credit knowledge to lead conversations and deliver advice to clients and prospects.
• Partner with Truist product specialists (investments, trust, mortgage, insurance, etc.) using a team approach to address clients' financial needs and enhance relationships.
• Serve as a role model for other Wealth Advisors and Wealth Associates in a team-based environment.
• 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 (e.g., CCB, CIG, regional leadership, local advisory boards, CPAs, attorneys, civic associations).
• 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 legal, operating, and regulatory controls to manage risk and compliance.
• Ensure a high-quality, compliant portfolio of relationships within the existing audit, compliance, and regulatory framework.
• Exercise sound judgment on expense and operational efficiency.

Requirements

• Bachelor’s degree (required).
• FINRA licenses: Series 7, Series 66, and Securities Industry Essentials (SIE) Exam (as applicable).
• Life, Health, and Variable insurance licenses; must meet continuing education requirements.
• 8+ years of sales and client management experience in Wealth Management, with a demonstrated ability to manage a portfolio of high-net-worth and ultra-high-net-worth clients with complex credit and banking needs.
• Proven track record in the high-net-worth marketplace using interpersonal, sales, presentation, and relationship management skills.
• Advanced and reputable credit knowledge with experience in complex credit deals or working with a senior credit advisor.
• Advanced working knowledge of deposit, credit, and investment products.
• Experience in a goal-based, results-driven sales environment using tools like leaderboards and pipeline reporting.
• Ability to thrive and actively participate in a team-based setting.
• Proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including NMLS background check.

Preferred Qualifications

• Bachelor’s degree in Business, Finance, or Economics.
• CFP, CTFA, CFA, CPA, JD, or MBA.
• Completion or enrollment in certification programs such as CFA, CFP, CPWA, or 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 (e.g., LDP, Banking School).

Pay

Annual base salary: $200,000 - $225,000.

Benefits

Eligible employees (regular teammates working 20+ hours per week) receive:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year, 10 sick days, and paid holidays.
• Potential eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division.