Elite Wealth Advisor for High Net Worth Clients

Truist; Homewood (AL); On-site; USD 140,000 - 260,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid holidays

Job summary

Truist Wealth is seeking an experienced Wealth Advisor to serve as the primary relationship advisor for high net worth and ultra‑high net worth clients. You will deepen client relationships through needs-based service and delivery of a full suite of Truist Wealth solutions.

You will leverage your external network to acquire new clients, provide integration of wealth products, and collaborate with specialists to deliver comprehensive financial planning and advice.

Qualifications

• Bachelor's Degree required and FINRA licenses as specified.
• 8+ years of sales and client management in Wealth Management.
• Proven ability to manage high net worth client portfolios and complex credit needs.
• Advanced knowledge of deposit, credit and investment products.

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
• Self-acquires new business by being active and well connected in the community.
• Serve as the expert level advisor for complex banking relationships with high net worth clients.
• Collaborate with product specialists and IRM partners to deliver comprehensive wealth solutions.

Skills

Client management

Sales skills

Relationship management

Financial planning

Credit knowledge

Education

Bachelor's Degree Required

Bachelor's in Business/Finance/Economics

Tools

Microsoft Office

Job description

Truist Wealth is seeking an experienced Wealth Advisor to serve as the primary relationship advisor for high net worth and ultra‑high net worth clients. You will deepen client relationships through needs-based service and delivery of a full suite of Truist Wealth solutions.

You will leverage your external network to acquire new clients, provide integration of wealth products, and collaborate with specialists to deliver comprehensive financial planning and advice.