Senior Wealth Advisor: Grow client wealth & partnerships

Truist Financial Corporation; Houston (TX); Vor Ort; USD 85.000 - 170.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation and sick days

Zusammenfassung

Truist Financial Corporation in Houston seeks a Senior Wealth Advisor to grow client relationships and deliver comprehensive financial solutions. You will collaborate with credit, investments, trust, and planning teams to expand services for affluent clients.

Ideal candidates have 5+ years in wealth management, strong sales and relationship skills, and FINRA/licenses compliance. The role emphasizes teamwork, regulatory awareness, and client-centric strategies for long-term retention.

Qualifikationen

• Bachelor's degree required; FINRA licenses (Series 7, 66, SIE) and insurance licenses as applicable.
• 5+ years in sales and client management in Wealth Management; track record in affluent markets.
• Strong interpersonal, presentation and relationship-management skills.
• Solid knowledge of credit, deposits and investments; proficiency with sales tools and reporting.

Aufgaben

• Meet revenue growth, profitability and client retention goals by acquiring new clients and expanding services.
• Develop relationships with external referral sources and internal partners to deliver Truist Wealth solutions.
• Lead advisory conversations using advanced credit knowledge; coordinate with product specialists to tailor financial solutions.
• Maintain regulatory compliance and risk controls within Truist's framework.
• Act as a culture champion aligned with Truist's Purpose, Mission and Values.

Kenntnisse

Business development

Client relationship management

Sales

Communication

Team collaboration

Ausbildung

Bachelor's Degree Required

Bachelor's Degree in Business/Finance/Economics

MBA

Certifications CFA/ CFP/ CPWA/ CPA

Tools

Microsoft Office

Jobbeschreibung

Truist Financial Corporation in Houston seeks a Senior Wealth Advisor to grow client relationships and deliver comprehensive financial solutions. You will collaborate with credit, investments, trust, and planning teams to expand services for affluent clients.

Ideal candidates have 5+ years in wealth management, strong sales and relationship skills, and FINRA/licenses compliance. The role emphasizes teamwork, regulatory awareness, and client-centric strategies for long-term retention.