Wealth Advisor II

Truist Bank; Houston (TX); In loco; USD 85.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation and sick days

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Business development

Client relationship management

Sales

Communication

Team collaboration

Formazione

Bachelor's Degree Required

Bachelor's Degree in Business/Finance/Economics

MBA

Certifications CFA/ CFP/ CPWA/ CPA

Strumenti

Microsoft Office

Descrizione del lavoro

Regular or Temporary: Regular

Language Fluency: English (Required)

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

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
• Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation.
• Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
• Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
• Thrives in a team based approach to deliver the full suite of Truist Wealth solutions.
• Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
• Proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
• Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.
• Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
• Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
• Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.
• Using sound judgment on expense and operational efficiency

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's Degree Required
• FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses
• 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of affluent and high net worth clients
• Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the affluent marketplace
• Solid and reputable credit knowledge
• Advanced knowledge of current deposit, credit and investment products
• Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
• Ability to thrive and be an active participate on a team
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

Preferred Qualifications

• Bachelor's Degree in Business, Finance or Economics
• MBA
• Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
• 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
• Graduate of a leadership or management development program (Such As LDP, Banking School)

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.