Remote Wealth Private Banking Advisor II

Truist Financial Corporation; Norfolk (VA); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Job summary

Truist is seeking a Wealth Private Advisor to deepen client relationships around banking, credit, and insurance for Wealth segment clients. This role serves as the primary contact for Private Client Group Financial Advisors within assigned Truist regions and coordinates with PCG FAs to deliver Truist Wealth solutions for clients with over $1MM in investments.

The Wealth Private Advisor will build strong partnerships with IRM partners, including FAs, Insurance Specialists, Wealth Lending

Qualifications

• Results oriented with a track record of motivating others to achieve objectives.
• Proven consultative communication and relationship-building skills for client service and fulfillment.
• Ability to handle ambiguity and adapt to a changing environment.
• Excellent verbal, written, and phone communication with leadership ability.
• Strong ability to partner internally and deliver value-added revenue partnerships.
• Experience with Financial Services sales or related industry in leadership roles.

Responsibilities

• Work with FAs to deliver Wealth Banking and Credit solutions for clients with +1MM in investments at Truist.
• Develop and deliver video and in-person presentations to demonstrate the value of Wealth Private Advisor relationships.
• Coordinate with internal partners to implement financial solutions meeting client goals.
• Educate clients and FAs on Wealth credit and banking solutions to achieve financial objectives.
• Maintain CRM activity, pipeline, and reporting for a high-quality client experience.
• Train FAs on value and referral processes and create feedback loops with Complex Directors.

Skills

Results oriented

Consultative communication

Relationship building

Verbal & written communication

Adaptability

Team collaboration

Client advisory

Education

4-year degree

Job description

Truist is seeking a Wealth Private Advisor to deepen client relationships around banking, credit, and insurance for Wealth segment clients. This role serves as the primary contact for Private Client Group Financial Advisors within assigned Truist regions and coordinates with PCG FAs to deliver Truist Wealth solutions for clients with over $1MM in investments.

The Wealth Private Advisor will build strong partnerships with IRM partners, including FAs, Insurance Specialists, Wealth Lending