Wealth Advisor III
$200,000–$225,000 year
On-siteRichmond, Virginia, United States
Job Summary
Meet revenue growth and profitability goals by acquiring new clients through business development, expanding services, and marketing new products to existing high net worth and ultra-high net worth individuals. Self-acquire new business by leveraging external networks and community standing to provide confident, comprehensive wealth management advice. Serve as the expert-level advisor for complex banking relationships, utilizing advanced credit knowledge to lead conversations and deliver integrated solutions. Partner with product specialists in investments, trust, mortgage, and insurance to enhance client relationships and execute on a team-based delivery model. Act as a culture champion aligned with Truist's mission while maintaining strict legal, operating, and regulatory controls to manage risk and compliance. Stay abreast of changing economic and market trends impacting affluent clients to serve as a personal financial planning resource.
Required Qualifications
- Bachelor's Degree
- FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable
- Life, Health, and Variable insurance licenses
- Ensures that appropriate continuing education requirements are met where needed
- 8 or more years of sales and client management experience in Wealth Management
- 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 previously demonstrated in the high net worth marketplace
- Advanced and reputable credit knowledge
- 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 that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
- Ability to thrive and be an active participate 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, including new or transfer of registration, and applicable NMLS acceptable background check
- Language Fluency: English
- Work Shift: 1st shift (United States of America)
Desired 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 the Wealth Management
- demonstrated ability to manage a portfolio of high net worth clients
- Graduate of a leadership or management development program (Such as LDP, Banking School)
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