Senior Wealth Advisor for High-Net-Worth Business Owners

Truist; Richmond (VA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

401k plan

Vacation days

Paid holidays

Job summary

Truist in Richmond, VA is seeking a Senior Wealth Advisor to develop and maintain a portfolio of financially complex high-net-worth business owner relationships. You will apply personal financial planning, advisory concepts, and a broad range of wealth products to deliver integrated solutions.

You will partner with Wealth Advisors, conduct in-person and video presentations, align plans with Wealth Planning Process, and strive to exceed revenue, profitability and retention goals while ensuring a

Qualifications

• Requires Bachelor's degree in business, accounting, finance, banking or equivalent
• Ten years of experience with affluent/high-net-worth clients in banking, investments or financial planning
• Ten years of business and retail lending experience
• Strong knowledge of personal financial planning/advisory and investment management concepts
• NASD Series 7,66 or equivalent licenses (or completion within 90 days)
• State and health licenses, SAFE Mortgage Licensing Act compliance within 30 days
• Proficiency with Microsoft Office

Responsibilities

• Manage client relationships with high net worth business owners
• Deliver and service a broad range of wealth and banking products for clients
• Develop and deliver video and in-person presentations to groups
• Coordinate financial plans using Wealth Planning Process with internal/external partners
• Meet revenue growth, profitability, and retention goals
• Maintain CRM and report sales activity and pipeline

Skills

Interpersonal skills

Sales and relationship management

Written communication

Presentation skills

Public speaking

Travel ability

Education

Bachelor's degree in business, accounting, finance, banking or equivalent

Tools

Microsoft Office

Job description

Truist in Richmond, VA is seeking a Senior Wealth Advisor to develop and maintain a portfolio of financially complex high-net-worth business owner relationships. You will apply personal financial planning, advisory concepts, and a broad range of wealth products to deliver integrated solutions.

You will partner with Wealth Advisors, conduct in-person and video presentations, align plans with Wealth Planning Process, and strive to exceed revenue, profitability and retention goals while ensuring a