Senior Wealth Advisor for Ultra-High Net Worth Clients

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

Benefits offered by this job

Medical, dental, vision, life and long

401k with company contributions

Paid vacation, sick days, holidays

Pension/retirement options

Job summary

Truist is seeking a Wealth Advisor to serve high net worth clients in a primary advisory capacity. You will deepen relationships through needs-based planning, leveraging Truist Wealth solutions and a broad product suite to address complex financial situations.

Expected to be a market-moving advisor with strong client acquisition from external networks, delivering integrated strategies across investments, trusts, mortgages and insurance. Compliance and teamwork are essential to success.

Qualifications

• Bachelor's degree is required and FINRA licenses must be maintained (Series 7, 66, SIE) with applicable life/health/variable licenses.
• 8+ years of sales and client management in Wealth Management handling high-net-worth portfolios with complex needs.
• Proven track record in interpersonal, sales, presentation and relationship management.
• Strong credit knowledge and experience with complex credit deals and deposits/investments.
• Experience in goal-based sales using standard tools and performance metrics; capable team player.
• Proficiency with Microsoft Office and compliance with SAFE Mortgage Licensing Act within 30 days.

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients and expanding services.
• Self-acquires new business through strong community connections and referrals.
• Serve as expert advisor for high net worth clients with complex banking relationships.
• Collaborate with product specialists to deliver integrated Truist Wealth solutions.
• Lead with a team approach to deliver a full range of wealth products and services.
• Act as a culture champion aligned with Truist's values and mission.
• Maintain relationships with internal/external centers of influence to enhance marketing.
• Stay informed on market trends and regulatory changes impacting affluent clients.

Skills

Sales & business development

Relationship management

Wealth management

Credit knowledge

Client acquisition

Team collaboration

Regulatory compliance

Education

Bachelor's Degree Required

Bachelor's Degree in Business/Finance/Economics

Tools

Microsoft Office

Job description

Truist is seeking a Wealth Advisor to serve high net worth clients in a primary advisory capacity. You will deepen relationships through needs-based planning, leveraging Truist Wealth solutions and a broad product suite to address complex financial situations.

Expected to be a market-moving advisor with strong client acquisition from external networks, delivering integrated strategies across investments, trusts, mortgages and insurance. Compliance and teamwork are essential to success.