Senior Wealth Advisor for UHNW Growth & Strategy

Truist; Richmond (VA); On-site; USD 200,000 - 225,000; Full time

Job summary

Truist is seeking a Wealth Advisor to serve high-net-worth clients, expanding relationships through needs-based, comprehensive wealth solutions. You will leverage external networks and the firm’s community presence to attract new clients and deliver integrated financial planning and advisory services.

You will work with credit, investments, mortgage, planning, and trust professionals to ensure a full suite of Truist Wealth offerings while maintaining a high standard of service and compliance.

Qualifications

• Bachelor's Degree required; FINRA licenses (Series 7, 66, SIE) as applicable for life, health, and variable insurance
• 8+ years of sales and client management in Wealth Management with high net worth clients
• Proven track record in interpersonal, sales, presentation and relationship management in high net worth markets
• Advanced credit knowledge with a history of complex deals or collaboration with senior credit advisors
• Proficiency in Microsoft Office and use of sales tools to manage pipelines
• SAFE Mortgage Licensing Act compliance within 30 days of employment and relevant background checks

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients
• Self-acquires new business via community connections
• Act as an expert market advisor for complex banking relationships
• Collaborate with product specialists to deliver wealth solutions
• Maintain a team-based approach and act as a culture champion
• Develop relationships with internal and external centers of influence

Skills

Sales & relationships

Credit knowledge

Client management

Communication skills

Education

Bachelor's Degree Required

Bachelor's Degree in Business, Finance or Economics

Tools

Microsoft Office

NMLS compliance

Job description

Truist is seeking a Wealth Advisor to serve high-net-worth clients, expanding relationships through needs-based, comprehensive wealth solutions. You will leverage external networks and the firm’s community presence to attract new clients and deliver integrated financial planning and advisory services.

You will work with credit, investments, mortgage, planning, and trust professionals to ensure a full suite of Truist Wealth offerings while maintaining a high standard of service and compliance.