Wealth Private Banking Advisor II - Norfolk or Virginia Beach
for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)
2. Use - for lists,
for prose
3. Do NOT repeat job title as heading
4. Do NOT put Job ID/requisition numbers as headings
5. Preserve ALL substantive information
6. Remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions)
7. Include a section ONLY when posting has real, specific content for it
8. Never emit heading followed by filler/placeholder text
9. Never create Pay/Schedule/Benefits sections unless posting actually states them
10. Output ONLY HTML fragment — no /, no markdown code fences
Let me analyze the job posting content:
The posting has:
- Some metadata: Regular/Temporary, Language Fluency, Work Shift
- "Please review the following job description:" then a description paragraph
- "Essential Duties And Responsibilities" with a list of duties
- "Qualifications" with "Required Qualifications:" and "Preferred Qualifications:"
- Salary info: "The annual base salary for this position is $115,000 - $125,000."
- Benefits description: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" with details
- EEO/legal boilerplate at the end (to be removed)
I need to structure this into sections. Possible sections:
- About the role (the initial description)
- Responsibilities (Essential Duties And Responsibilities)
- Requirements/Qualifications (Required Qualifications)
- Preferred Qualifications (could be separate or part of Qualifications)
- Pay (salary range given)
- Benefits (benefits described)
- Schedule (Work Shift: 1st shift mentioned)
The metadata at top: "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" - I can fold minor metadata into a short
or drop it. Since Work Shift is mentioned, I could include a Schedule section. Language fluency could be in Requirements.
The posting says "Work Shift: 1st shift (United States of America)" - that's schedule info.
The salary is explicitly given: $115,000 - $125,000 annual base salary.
Benefits are described in detail.
I should not include EEO/legal boilerplate.
Now, I need to decide on section headings. The rules suggest: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. I'll use those that have content.
Let's map:
- About the role: The initial paragraph describing the position.
- Responsibilities: The Essential Duties And Responsibilities list.
- Requirements: Required Qualifications list.
- Qualifications: Could combine Required and Preferred, but Preferred is separate. I'll make a "Qualifications" section with Required and Preferred subsections? But the rule says use
for section headings. I could have "Requirements" for required, and "Preferred Qualifications" as another h3? Or combine under "Qualifications" with sub-lists. The rule says use for section headings. I'll do "Requirements" for required, and "Preferred Qualifications" as another h3 if there is content. The posting has both.
- Skills: Not explicitly listed as a separate section, but some skills are mentioned in qualifications. Could include a Skills section if there's a list. But the posting doesn't have a distinct "Skills" section. I'll skip.
- Benefits: Yes, detailed benefits.
- Pay: Yes, salary range.
- Schedule: Work shift mentioned.
Also, the metadata: "Regular or Temporary: Regular Language Fluency: English (Required)" - I can include language fluency in Requirements or a short p.
I'll create a short introductory paragraph for the role, then sections.
Now, I need to output ONLY HTML fragment. No markdown fences.
Let's write the HTML.
First, a paragraph for the role description (the first paragraph after "Please review the following job description:"). That paragraph is: "The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor. The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals."
I'll put that in a
under "About the role" heading.
Then Responsibilities: list of duties. The posting says "Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time." Then a list. I'll include the list items as
- . I'll omit the introductory sentence "Following is a summary..." as it's boilerplate. Just list the duties.
The duties are:
1. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist.
2. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners.
3. Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients.
4. Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up.
5. Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan.
6. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system.
7. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships
8. Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals.
9. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience"
10. Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region.
11. Develop and execute training for FAs on value and referral process
12. Create on-going two way feedback loops with Complex Directors and PSG FAs
13. Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business.
I'll make each a
- .
Qualifications: Required Qualifications list. The posting has a paragraph: "The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." Then a list of bullet points (but in the text they are separated by periods? Actually they are separated by line breaks? In the provided text, they are concatenated with periods. Let's parse:
"Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives.Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous rolesHighly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectationsMust have excellent verbal, written and phone communication skills and demonstrated leadership ability Ability to handle ambiguity and promptly capable to adapt to changing environmentRespected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflictDemonstrated ability to engage and foster effective revenue generating IRM partnerships Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally.Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry FINRA licensing: 7, 63 and insurance life and health.Must be able to partner well internally"
This is a run-on text. I need to split into individual qualifications. They appear to be separate sentences but missing spaces. I'll split logically:
- Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives.
- Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles.
- Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations.
- Must have excellent verbal, written and phone communication skills and demonstrated leadership ability.
- Ability to handle ambiguity and promptly capable to adapt to changing environment.
- Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict.
- Demonstrated ability to engage and foster effective revenue generating IRM partnerships.
- Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally.
- Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients.
- Serve as a personal financial advisory resource for clients, their attorneys and CPA's.
- 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry.
- FINRA licensing: 7, 63 and insurance life and health.
- Must be able to partner well internally.
I'll make each a
- .
Preferred Qualifications: "CFP, CFA, Master's Degree" - I'll list as
- items.
Pay: "The annual base salary for this position is $115,000 - $125,000." I'll put in a
under Pay heading.
Benefits: The benefits description is lengthy. I'll summarize? The rule says preserve ALL substantive information; do NOT invent or summarize away detail. But I can keep the prose as a paragraph or list. The benefits are described in prose. I'll put as a
or maybe a list? The text: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax
for prose 3. Do NOT repeat job title as heading 4. Do NOT put Job ID/requisition numbers as headings 5. Preserve ALL substantive information 6. Remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions) 7. Include a section ONLY when posting has real, specific content for it 8. Never emit heading followed by filler/placeholder text 9. Never create Pay/Schedule/Benefits sections unless posting actually states them 10. Output ONLY HTML fragment — no /, no markdown code fences Let me analyze the job posting content: The posting has: - Some metadata: Regular/Temporary, Language Fluency, Work Shift - "Please review the following job description:" then a description paragraph - "Essential Duties And Responsibilities" with a list of duties - "Qualifications" with "Required Qualifications:" and "Preferred Qualifications:" - Salary info: "The annual base salary for this position is $115,000 - $125,000." - Benefits description: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:" with details - EEO/legal boilerplate at the end (to be removed) I need to structure this into sections. Possible sections: - About the role (the initial description) - Responsibilities (Essential Duties And Responsibilities) - Requirements/Qualifications (Required Qualifications) - Preferred Qualifications (could be separate or part of Qualifications) - Pay (salary range given) - Benefits (benefits described) - Schedule (Work Shift: 1st shift mentioned) The metadata at top: "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" - I can fold minor metadata into a short
or drop it. Since Work Shift is mentioned, I could include a Schedule section. Language fluency could be in Requirements. The posting says "Work Shift: 1st shift (United States of America)" - that's schedule info. The salary is explicitly given: $115,000 - $125,000 annual base salary. Benefits are described in detail. I should not include EEO/legal boilerplate. Now, I need to decide on section headings. The rules suggest: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. I'll use those that have content. Let's map: - About the role: The initial paragraph describing the position. - Responsibilities: The Essential Duties And Responsibilities list. - Requirements: Required Qualifications list. - Qualifications: Could combine Required and Preferred, but Preferred is separate. I'll make a "Qualifications" section with Required and Preferred subsections? But the rule says use
for section headings. I could have "Requirements" for required, and "Preferred Qualifications" as another h3? Or combine under "Qualifications" with sub-lists. The rule says use for section headings. I'll do "Requirements" for required, and "Preferred Qualifications" as another h3 if there is content. The posting has both.
- Skills: Not explicitly listed as a separate section, but some skills are mentioned in qualifications. Could include a Skills section if there's a list. But the posting doesn't have a distinct "Skills" section. I'll skip.
- Benefits: Yes, detailed benefits.
- Pay: Yes, salary range.
- Schedule: Work shift mentioned.
Also, the metadata: "Regular or Temporary: Regular Language Fluency: English (Required)" - I can include language fluency in Requirements or a short p.
I'll create a short introductory paragraph for the role, then sections.
Now, I need to output ONLY HTML fragment. No markdown fences.
Let's write the HTML.
First, a paragraph for the role description (the first paragraph after "Please review the following job description:"). That paragraph is: "The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor. The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals."
I'll put that in a
under "About the role" heading. Then Responsibilities: list of duties. The posting says "Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time." Then a list. I'll include the list items as
- . I'll omit the introductory sentence "Following is a summary..." as it's boilerplate. Just list the duties. The duties are: 1. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist. 2. Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners. 3. Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. 4. Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up. 5. Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan. 6. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. 7. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships 8. Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals. 9. Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience" 10. Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region. 11. Develop and execute training for FAs on value and referral process 12. Create on-going two way feedback loops with Complex Directors and PSG FAs 13. Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business. I'll make each a
- . Qualifications: Required Qualifications list. The posting has a paragraph: "The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." Then a list of bullet points (but in the text they are separated by periods? Actually they are separated by line breaks? In the provided text, they are concatenated with periods. Let's parse: "Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives.Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous rolesHighly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectationsMust have excellent verbal, written and phone communication skills and demonstrated leadership ability Ability to handle ambiguity and promptly capable to adapt to changing environmentRespected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflictDemonstrated ability to engage and foster effective revenue generating IRM partnerships Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally.Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry FINRA licensing: 7, 63 and insurance life and health.Must be able to partner well internally" This is a run-on text. I need to split into individual qualifications. They appear to be separate sentences but missing spaces. I'll split logically: - Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives. - Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles. - Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations. - Must have excellent verbal, written and phone communication skills and demonstrated leadership ability. - Ability to handle ambiguity and promptly capable to adapt to changing environment. - Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict. - Demonstrated ability to engage and foster effective revenue generating IRM partnerships. - Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally. - Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. - Serve as a personal financial advisory resource for clients, their attorneys and CPA's. - 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry. - FINRA licensing: 7, 63 and insurance life and health. - Must be able to partner well internally. I'll make each a
- . Preferred Qualifications: "CFP, CFA, Master's Degree" - I'll list as
- items.
Pay: "The annual base salary for this position is $115,000 - $125,000." I'll put in a
under Pay heading. Benefits: The benefits description is lengthy. I'll summarize? The rule says preserve ALL substantive information; do NOT invent or summarize away detail. But I can keep the prose as a paragraph or list. The benefits are described in prose. I'll put as a
or maybe a list? The text: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax