Senior Wealth Advisor for High-Net-Worth Clients

Truist; Miami (FL); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

401k

Paid holidays

Vacation days

Job summary

Truist Wealth invites a high-caliber advisor to Miami to serve ultra-high net worth clients. You will deliver needs-based financial planning, coordinate with investments, trust, mortgage, and insurance teams, and expand client relationships through strategic business development.

You’ll leverage a strong network, embody Truist’s values, and guide clients with sophisticated credit and investment strategies, while maintaining compliance and risk controls.

Qualifications

• Bachelor’s Degree required in any field.
• FINRA licenses Series 7, Series 66 and SIE; Life, Health and Variable licenses as applicable.
• 8+ years of sales and client management experience in Wealth Management.
• Strong track record in high net worth client relationships and complex banking needs.
• Proficiency with credit, deposit and investment products; basic IT skills.

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients.
• Self-acquires new business through community networking and referrals.
• Serve as expert level advisor for complex banking and wealth needs.
• Collaborate with product specialists to deliver comprehensive Wealth solutions.
• Maintain regulatory controls and stay current on market and industry trends.

Skills

Sales & relationship management

Business development

Interpersonal skills

Presentation skills

Team collaboration

Credit knowledge

Microsoft Office

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Truist Wealth invites a high-caliber advisor to Miami to serve ultra-high net worth clients. You will deliver needs-based financial planning, coordinate with investments, trust, mortgage, and insurance teams, and expand client relationships through strategic business development.

You’ll leverage a strong network, embody Truist’s values, and guide clients with sophisticated credit and investment strategies, while maintaining compliance and risk controls.