Wealth Advisor

Truist; Charlotte (NC); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to serve high net worth clients. This role involves developing deep client relationships and providing comprehensive wealth management solutions. The successful candidate will leverage their extensive experience in wealth management sales to meet revenue growth and client retention goals. With a focus on collaboration and leadership, this position offers the opportunity to make a significant impact in the wealth management sector. Join a forward-thinking organization that values professional development and community engagement.

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k

Paid time off

Qualifications

• 8+ years in wealth management sales for high net worth clients.
• Proper licenses including Series 7, 66, SIE, and insurance licenses.
• Team-oriented with proficiency in Microsoft Office.

Responsibilities

• Serve as the primary relationship advisor for high net worth clients.
• Acquire new clients through community engagement and referrals.
• Collaborate with specialists to deliver tailored wealth solutions.

Skills

Wealth management sales

Client management

Advanced credit knowledge

Financial planning

Community engagement

Microsoft Office proficiency

Education

Bachelor's Degree

Bachelor's in Business, Finance, or Economics

CFP, CTFA, CFA, CPA, JD, or MBA

Tools

Sales pipelines

Job description

Join to apply for the Wealth Advisor role at Truist.

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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Serve as the primary relationship advisor for high net worth and ultra-high net worth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service, and delivering the full suite of Truist Wealth solutions.

Accomplished in acquiring new clients by leveraging external networks and community presence to provide comprehensive wealth management advice and solutions. Utilize sound financial planning and advisory concepts to deliver a broad range of wealth products and services to high net worth individuals.

Essential Duties and Responsibilities

• Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services.
• Self-acquire new business through active community engagement.
• Handle complex, sensitive banking relationships as a market-leading advisor.
• Develop relationships with external referral sources and collaborate with specialists and partners across credit, mortgage, planning, investment, trust, and insurance services.
• Use advanced credit knowledge to lead conversations and advice delivery.
• Partner with product specialists to deliver tailored solutions.
• Work within a team to deliver comprehensive wealth solutions.
• Model leadership for other advisors and associates.
• Promote Truist’s culture and values.
• Build relationships with internal and external centers of influence to support marketing and business development.
• Stay informed on economic, legal, and market trends impacting clients.
• Maintain compliance with legal and regulatory standards.
• Manage expenses and operational efficiency with sound judgment.

Qualifications

Required:

• Bachelor's Degree
• Proper licenses including Series 7, 66, SIE, and applicable insurance licenses; maintain ongoing education.
• 8+ years in wealth management sales and client management for high net worth clients.
• Proven success in high net worth marketplace relationships and sales.
• Advanced credit knowledge and experience with complex deals.
• Knowledge of deposit, credit, and investment products.
• Experience in goal-driven sales environments using tools like pipelines and reporting.
• Team-oriented with proficiency in Microsoft Office.
• Must be SAFE Mortgage Licensing Act compliant within 30 days.

Preferred:

• Bachelor's in Business, Finance, or Economics.
• CFP, CTFA, CFA, CPA, JD, or MBA preferred.
• Enrollment in certification programs like CFA, CFP, CPWA, CPA.
• 5+ years in wealth management sales managing high net worth portfolios.
• Leadership or management program graduate.

Benefits include medical, dental, vision, life insurance, disability, savings accounts, 401k, paid time off, and more. Truist is an Equal Opportunity Employer and a Drug-Free Workplace.