Senior Wealth Advisor for UHNW Clients

Truist; Dallas (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist is seeking a primary relationship advisor for high net worth clients in Dallas, Texas. This role is responsible for developing and deepening client relationships through exceptional service and delivery of Truist Wealth solutions.

Key responsibilities include acquiring new clients, maintaining revenue growth and working closely with specialists to provide comprehensive financial strategies. Candidates should have a Bachelor’s degree and significant experience in Wealth Management.

Qualifications

• Eight or more years of sales and client management experience in Wealth Management.
• Advanced and reputable credit knowledge with a proven record of working on complex credit deals.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment.

Responsibilities

• Develop and deepen client relationships with high net worth clients.
• Meet revenue growth and client retention goals through business development.
• Partner with product specialists to deliver tailored financial solutions.

Skills

Interpersonal skills

Sales skills

Presentation skills

Relationship management

Credit knowledge

Team collaboration

Education

Bachelor’s Degree

FINRA licenses Series 7, Series 66

Tools

Microsoft Office

Job description

Truist is seeking a primary relationship advisor for high net worth clients in Dallas, Texas. This role is responsible for developing and deepening client relationships through exceptional service and delivery of Truist Wealth solutions.

Key responsibilities include acquiring new clients, maintaining revenue growth and working closely with specialists to provide comprehensive financial strategies. Candidates should have a Bachelor’s degree and significant experience in Wealth Management.