Private Wealth Banking & Credit Advisor

Truist; Lexington (KY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid time off

Job summary

Truist is seeking a Wealth Private Advisor to deepen client relationships within the Wealth segment, coordinating with Financial Advisors to deliver banking and credit solutions for high-net-worth clients. The role emphasizes collaboration with IRM partners, training FAs, and ensuring compliance within the audit framework.

The ideal candidate has a 4-year degree, 10–15 years of leadership in financial services or extensive sales experience, FINRA licenses (7, 63) and life/health insurance

Qualifications

• Requires 4-year degree, 10-15 years leadership in financial services or 10-15 years in sales-related roles.
• FINRA licenses: 7, 63 and life/health insurance.
• Ability to build and maintain internal and external partnerships.

Responsibilities

• Drive Wealth Banking and Credit solutions for clients with $1MM+ investments.
• Presentations for FAs and clients to demonstrate value of Wealth Private Advisor relationships.
• Coordinate with IRM partners to deliver integrated wealth solutions.

Skills

Client relationships

Sales leadership

Financial advisory

Communication

Team collaboration

Adaptability

Education

Bachelor's degree

Tools

CRM software

Job description

Truist is seeking a Wealth Private Advisor to deepen client relationships within the Wealth segment, coordinating with Financial Advisors to deliver banking and credit solutions for high-net-worth clients. The role emphasizes collaboration with IRM partners, training FAs, and ensuring compliance within the audit framework.

The ideal candidate has a 4-year degree, 10–15 years of leadership in financial services or extensive sales experience, FINRA licenses (7, 63) and life/health insurance