Senior Wealth Advisor for High Net Worth Clients

Truist; Huntsville (AL); Presencial; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision

Life and disability insurance

401(k) plan

Vacation, sick days, holidays

Descripción de la vacante

Truist Wealth is seeking a primary relationship advisor for high net worth clients. You will develop and deepen client relationships through needs-based, high-level service and delivery of the full Truist Wealth suite.

You will leverage referrals and external networking to provide comprehensive wealth management advice, applying sound planning concepts to deliver integrated wealth solutions for affluent individuals. A team-based approach and adherence to Truist’s values are essential.

Formación

• Bachelor’s Degree required; FINRA licenses (Series 7, 66, SIE) as applicable; Life, Health, and Variable insurance licenses
• 5+ years of sales and client management experience in Wealth Management with affluent clients
• SAFE Mortgage Licensing Act compliant within 30 days of employment and applicable NMLS background check

Responsabilidades

• Meet revenue growth, profitability and client retention goals by acquiring new clients and expanding services
• Develop relationships with external referral sources and collaborate with specialists to deliver Truist Wealth solutions
• Lead conversations with clients using advanced credit knowledge to provide comprehensive financial planning
• Work as part of a team to deliver the full suite of Truist Wealth offerings and maintain regulatory compliance

Conocimientos

Relationship management

Sales experience

Team collaboration

Communication

Educación

Bachelor’s Degree

MBA

Herramientas

Microsoft Office

Descripción del empleo

Truist Wealth is seeking a primary relationship advisor for high net worth clients. You will develop and deepen client relationships through needs-based, high-level service and delivery of the full Truist Wealth suite.

You will leverage referrals and external networking to provide comprehensive wealth management advice, applying sound planning concepts to deliver integrated wealth solutions for affluent individuals. A team-based approach and adherence to Truist’s values are essential.