Wealth Business Advisor
On-siteHouston, Texas, United States or Dallas, Texas, United States
Job Summary
Manage High Net Worth business owner client relationships by serving as the primary point of contact for fee income and retail banking products. Deliver personalized service through video and in-person presentations to demonstrate the value of the Wealth Business Advisor relationship. Establish and update client financial needs using sound profiling and personal financial planning analysis while coordinating information gathering for comprehensive financial plans. Meet revenue growth, profitability, and retention goals by developing new clients in partnership with Wealth Advisors and expanding services to existing accounts. Monitor sales activity and pipeline using the client relationship management system to ensure credit and banking solutions are delivered with a perfect client experience. Partner closely with Wealth Advisors, Commercial Relationship Managers, and product specialists to source lending opportunities and maintain seamless client portfolios.
Required Qualifications
- Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent education and related training
- Minimum of five years of experience working with affluent clients dealing with banking, investments, or financial planning or equivalent experience in outside sales and/or relationship management
- Minimum of five years of business and retail lending experience
- Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market
- Strong interpersonal, sales and relationship management skills
- Strong written, verbal and presentation skills
- NASD Series 7,66 or equivalent licenses (or completion within first 90 days of employment)
- Applicable state and health licenses
- 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
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to travel, occasionally overnight
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
Desired Qualifications
- Master's degree in business, accounting, finance, or banking
- Completion of established management or career development program such as Truist's Leadership Development Program (LDP) or Truist Banking School
- Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA)
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