Senior Wealth Advisor – High Net Worth & Team Solutions

Kappa Alpha PSI Fraternity, Inc.; Huntsville (AL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Job summary

Truist Financial Corporation seeks a senior relationship advisor to serve as the primary advisor for high net worth wealth clients, delivering needs-based, high-level service and the full Truist Wealth suite.

You will leverage the Truist referral network to acquire clients and provide comprehensive wealth management advice with a team approach, collaborating with specialists in investments, trust, mortgage, and insurance.

Qualifications

• Bachelor's degree required.
• FINRA licenses including Series 7 & 66 and SIE or applicable Life/Health/Variable licenses.
• 5+ years in wealth management sales and client management with high net worth clients.
• Proven track record in interpersonal, sales, presentation and relationship management.
• Strong credit knowledge and understanding of deposit, credit, and investment products.
• Experience in a goal-based, outcomes-driven sales environment with pipeline tools.

Responsibilities

• Meet revenue growth, profitability and client retention goals by acquiring new clients.
• Develop relationships with external referral sources and collaborate with specialists to deliver comprehensive wealth solutions.
• Lead conversations using advanced credit knowledge to advise clients and prospects.
• Partner with product specialists to deliver investments, trust, mortgage, and insurance solutions.
• Act as a culture champion aligned with Truist's Purpose, Mission and Values.
• Maintain compliance within audit and regulatory requirements.
• Develop external centers of influence to enhance marketing efforts.

Skills

Interpersonal skills

Sales abilities

Relationship management

Presentation skills

Microsoft Office

Credit knowledge

Financial advisory

Education

Bachelor's Degree

MBA

FINRA licenses (7, 66, SIE)

Certs (CFA, CFP, CPWA, CPA)

Tools

CRM systems

Job description

Truist Financial Corporation seeks a senior relationship advisor to serve as the primary advisor for high net worth wealth clients, delivering needs-based, high-level service and the full Truist Wealth suite.

You will leverage the Truist referral network to acquire clients and provide comprehensive wealth management advice with a team approach, collaborating with specialists in investments, trust, mortgage, and insurance.