Senior Wealth Advisor for High Net Worth Clients

Truist; Houston (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist Wealth seeks a Wealth Advisor in Houston to serve as the primary relationship advisor for high net worth clients. You will deepen relationships through needs-based service and the delivery of the full Truist Wealth suite.

You will collaborate with specialists across investments, trust, mortgage, insurance and planning to provide integrated solutions, while leveraging internal and external networks to grow client bases.

Qualifications

• Bachelor's degree required.
• FINRA licenses including Series 7, Series 66, SIE as applicable.
• 5+ years of sales and client management experience in Wealth Management.
• Proven track record in affluent wealth management and client relationship growth.
• Advanced knowledge of deposit, credit and investment products.

Responsibilities

• Serve as primary relationship advisor for high net worth wealth clients.
• Develop and deepen client relationships through needs-based service and full wealth solutions.
• Leverage Truist referral network and external relationships for client acquisition.
• Collaborate with product specialists to deliver tailored financial needs and solutions.
• Maintain risk controls and comply with regulatory standards.

Job description

Truist Wealth seeks a Wealth Advisor in Houston to serve as the primary relationship advisor for high net worth clients. You will deepen relationships through needs-based service and the delivery of the full Truist Wealth suite.

You will collaborate with specialists across investments, trust, mortgage, insurance and planning to provide integrated solutions, while leveraging internal and external networks to grow client bases.