Virtual Wealth Private Banking Advisor II

Truist Financial Corporation; Richmond (VA); Remote; USD 115,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Job summary

Truist seeks a Wealth Private Advisor to deepen client relationships around banking, credit, and insurance for Wealth segment clients. The role operates virtually, coordinating with PCG FAs to deliver Truist Wealth banking solutions for clients with over $1MM in investments.

You will liaise with IRM partners and educate clients on wealth credit and banking solutions to meet financial goals. The role requires a 4-year degree and 10–15 years of leadership with 8–10 years in financial services

Qualifications

• Requires a 4-year degree and 10–15 years of leadership ability with 8–10 years of direct sales experience in Financial Services (or 10–15 years in a related industry).
• Excellent verbal, written, and phone communication skills; strong relationship-building capability.

Responsibilities

• Collaborate with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM investments.
• Develop and deliver video and in-person presentations to educate partners on Wealth Private Advisor value.
• Maintain CRM data, update sales activity and pipeline; coordinate information gathering and delivery of financial plans.
• Build strong relationships with Complex Directors and PCG FAs within the assigned region.
• Ensure compliant, high-quality service and educate clients on wealth solutions to meet financial goals.

Skills

Relationship building

Consultative selling

Financial services

Communication

Leadership

Team collaboration

Education

4-year degree

Tools

CRM system

Job description

Truist seeks a Wealth Private Advisor to deepen client relationships around banking, credit, and insurance for Wealth segment clients. The role operates virtually, coordinating with PCG FAs to deliver Truist Wealth banking solutions for clients with over $1MM in investments.

You will liaise with IRM partners and educate clients on wealth credit and banking solutions to meet financial goals. The role requires a 4-year degree and 10–15 years of leadership with 8–10 years in financial services