Senior Wealth Advisor: Elite Client Solutions

Truist Wealth; English Village (AL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Paid sick days

Holidays

Job summary

Truist Wealth is seeking a seasoned Wealth Advisor to drive growth, deepen client relationships and deliver comprehensive financial solutions to affluent clients in the Alabama market.

The role emphasizes expert credit knowledge, collaboration with investment, trust, mortgage, and insurance specialists, and a team-based approach to deliver Truist's full wealth-management suite. Strong sales, compliance, and community networking are essential.

Qualifications

• Bachelor's degree required with 8+ years in wealth management.
• FINRA licenses: Series 7, Series 66, SIE; life/health/variable licenses as applicable.
• Experience managing high net worth clients with complex banking needs.
• Proven sales, presentation and relationship management skills.
• Advanced credit knowledge with complex deals and collaboration with senior credit.

Responsibilities

• Meet revenue, profitability and client retention goals via business development.
• Actively develop new business and expand services to existing clients.
• Lead conversations as expert advisor on complex banking relationships.
• Collaborate with product specialists to deliver comprehensive wealth solutions.
• Maintain compliance within audit and regulatory frameworks.

Skills

Business development

Client relationship management

Team collaboration

Advanced credit knowledge

Sales and negotiation

Microsoft Office

Interpersonal communication

Education

Bachelor's Degree Required

Tools

CRM systems

Microsoft Office

Financial planning tools

Job description

Truist Wealth is seeking a seasoned Wealth Advisor to drive growth, deepen client relationships and deliver comprehensive financial solutions to affluent clients in the Alabama market.

The role emphasizes expert credit knowledge, collaboration with investment, trust, mortgage, and insurance specialists, and a team-based approach to deliver Truist's full wealth-management suite. Strong sales, compliance, and community networking are essential.