Wealth Advisor III - Greenville, SC

Truist Financial Corporation; Greenville (SC); On-site; USD 60,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic relationship advisor to serve high net worth clients. This role focuses on developing and deepening client relationships through exceptional service and the delivery of tailored wealth management solutions. The ideal candidate will leverage their extensive network and expertise to acquire new clients while maintaining existing relationships. This position offers a unique opportunity to thrive in a collaborative environment, working alongside specialists to meet complex financial needs. Join a forward-thinking company that values growth and innovation in the wealth management sector, and make a significant impact on clients' financial futures.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Vacation

Paid Sick Days

Paid Holidays

Life Insurance

Disability Insurance

Qualifications

• 8+ years of experience in Wealth Management with complex client needs.
• Proven sales and relationship management skills in high net worth marketplace.

Responsibilities

• Acquire new clients and expand services to existing clients.
• Provide comprehensive wealth management advice and solutions.

Skills

Interpersonal Skills

Sales Skills

Presentation Skills

Relationship Management

Credit Knowledge

Team Collaboration

Education

Bachelor's Degree

Bachelor's Degree in Business, Finance or Economics

CFP, CTFA, CFA, CPA, JD or MBA

Tools

Microsoft Office

Job description

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.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

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

Please review the following job description:

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

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals.

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.

1. 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.
2. Self-acquires new business by being active and well connected in the community.
3. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.
4. 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.
5. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
6. 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.
7. Thrives in a team based approach to deliver the full suite of Truist Wealth solutions.
8. Team and peer group role model for other Wealth Advisors and Wealth Associates.
9. Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values.
10. 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.
11. Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.
12. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
13. 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.

1. Bachelor's Degree Required.
2. FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses.
3. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
4. Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace.
5. Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
6. Advanced and proven working knowledge of deposit, credit and investment products.
7. 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.
8. Ability to thrive and be an active participant on a team.
9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
10. 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:

1. Bachelor's Degree in Business, Finance or Economics.
2. CFP preferred or CTFA, CFA, CPA, JD or MBA.
3. Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA.
4. 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.
5. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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 LawPay Transparency Nondiscrimination ProvisionE-Verify