Senior UHNW Wealth Advisor & Relationship Lead

Kappa Alpha PSI Fraternity, Inc.; Charlottesville (VA); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation

Paid holidays

Job summary

Truist Financial Corporation in Charlottesville, VA seeks an experienced Wealth Advisor to deepen client relationships, deliver comprehensive wealth solutions, and grow revenue with high net worth clients.

The role requires strong sales, credit knowledge, and collaboration with product specialists to provide integrated advisory services. A robust network and community involvement are essential for success.

Qualifications

• Bachelor's degree required.
• FINRA: Series 7, 66, SIE; Life, Health, and Variable licenses; continued education as needed.
• 8+ years of sales and client management experience in Wealth Management with high net worth clients.
• Proven interpersonal, sales, presentation and relationship management skills.
• Advanced credit knowledge with proven experience in complex credit deals; deposit/investment product knowledge.
• Proven ability to work in a goal-driven sales environment with tools like leaderboards and pipelines.
• Proficient in MS Office and regulatory/compliance awareness.
• SAFE Mortgage Licensing Act compliance within 30 days of employment.

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients and expanding services.
• Self-acquires new business by being active and well connected in the community.
• Serve as expert level market-moving advisor for complex banking relationships.
• Collaborate with external referral sources and internal specialists (credit, mortgage, planning, investments, trust, insurance).
• Lead conversations with clients using advanced credit knowledge and advisory concepts.
• Partner with product specialists to deliver comprehensive wealth solutions and strengthen relationships.
• Act as a culture champion aligned with the company's purpose, mission and values.
• Maintain relationships with centers of influence and local advisory boards to enhance marketing.

Skills

Relationship management

Sales skills

Financial advisory

Credit knowledge

Regulatory compliance

Microsoft Office

Education

Bachelor's degree

FINRA licenses requirement

Job description

Truist Financial Corporation in Charlottesville, VA seeks an experienced Wealth Advisor to deepen client relationships, deliver comprehensive wealth solutions, and grow revenue with high net worth clients.

The role requires strong sales, credit knowledge, and collaboration with product specialists to provide integrated advisory services. A robust network and community involvement are essential for success.