Senior Wealth Advisor for High Net Worth Clients

Sigma Gamma Rho Sorority, Inc; Charlottesville (VA); On-site; USD 200,000 - 225,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Job summary

Truist Financial Corporation seeks a senior Wealth Advisor to manage relationships with high and ultra-high net worth clients in a full-service capacity. You will deliver comprehensive wealth advice, coordinate with specialists, and drive growth while maintaining compliance and risk controls.

The role requires top-tier relationship management, deep credit knowledge, and a proven sales record in wealth management. A team-based, client-centric approach is essential in this leadership position.

Qualifications

• Bachelor's degree required; FINRA licenses (Series 7, 66, SIE) where applicable
• 8+ years of sales and client management in Wealth Management
• Experience managing high net worth clients with complex banking needs
• Strong interpersonal, sales and relationship management skills
• Advanced credit knowledge for complex discussions with clients
• Knowledge of deposit, credit and investment products
• Proven ability to work in a goal-based, sales-driven environment
• Familiarity with sales tools and performance tracking

Responsibilities

• Grow revenue, profitability and client retention through new client acquisition and expanding services
• Develop relationships with community sources and external referrals
• Lead conversations using advanced credit knowledge to deliver advisory solutions
• Collaborate with product specialists (investments, trust, mortgage, insurance) to meet client needs
• Deliver Truist Wealth solutions through a team-based approach
• Serve as a culture champion aligned with Truist's Purpose, Mission and Values
• Maintain risk controls and compliance within the audit/regulatory framework
• Operate efficiently with sound expense and operational judgment

Skills

Relationship management

Sales experience

Interpersonal skills

Credit knowledge

Investment knowledge

Teamwork

MS Office

Education

Bachelor's degree

CFP/CTFA/CFA/CPA/JD/MBA

Tools

Microsoft Office

Job description

Truist Financial Corporation seeks a senior Wealth Advisor to manage relationships with high and ultra-high net worth clients in a full-service capacity. You will deliver comprehensive wealth advice, coordinate with specialists, and drive growth while maintaining compliance and risk controls.

The role requires top-tier relationship management, deep credit knowledge, and a proven sales record in wealth management. A team-based, client-centric approach is essential in this leadership position.