Senior Wealth Advisor for UHNW Clients

NAACPJobFinder; Charlottesville (VA); Sur place; USD 200 000 - 225 000; Plein temps

Résumé du poste

Truist Financial Corporation is seeking a seasoned Wealth Advisor to manage and deepen relationships with high net worth clients. You will provide needs-based advice and deliver Truist Wealth solutions, leveraging a network to grow client base and assets.

The role requires expert credit knowledge and collaboration with product specialists to offer integrated wealth products and services. Compliance and team-driven delivery are emphasized.

Qualifications

• Bachelor's degree required; FINRA licenses including Series 7, Series 66, SIE; Life, Health, and Variable insurance licenses where applicable
• 8+ years of sales and client management experience in Wealth Management with high net worth clients
• Proven track record in acquiring new clients and managing complex banking needs
• Advanced interpersonal, presentation and relationship management skills
• Knowledge of deposit, credit and investment products; credit advisory experience
• SAFE Mortgage Licensing Act compliance within 30 days of employment; NMLS background check
• Proficiency in basic computer applications, including Microsoft Office

Responsabilités

• Meet revenue growth, profitability and client retention goals through business development and expanding services
• Actively acquire new business by leveraging community connections
• Serve as expert level advisor for complex banking relationships
• Collaborate with product specialists to deliver comprehensive wealth solutions
• Lead and model team-based delivery of Truist Wealth offerings
• Maintain regulatory controls and risk/compliance practices

Connaissances

Sales & client management

Relationship management

Interpersonal skills

Credit knowledge

Microsoft Office

Formation

Bachelor's Degree

CFP/CTFA/CFA/CPA/JD/MBA

Outils

Microsoft Office

Description du poste

Truist Financial Corporation is seeking a seasoned Wealth Advisor to manage and deepen relationships with high net worth clients. You will provide needs-based advice and deliver Truist Wealth solutions, leveraging a network to grow client base and assets.

The role requires expert credit knowledge and collaboration with product specialists to offer integrated wealth products and services. Compliance and team-driven delivery are emphasized.