Wealth Advisor III - Palm Beach / Boca Raton

Truist; Fort Lauderdale (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid vacation and holidays

Job summary

Truist in Fort Lauderdale is seeking a Wealth Advisor to serve high net worth clients. Key responsibilities include client relationship management, achieving revenue goals, and working with various product specialists.

The ideal candidate has a Bachelor's Degree, FINRA licenses, and at least 8 years of relevant experience. Competitive benefits and growth opportunities are available.

Qualifications

• Bachelor's degree required.
• 8+ years of experience in Wealth Management.
• Must be compliant with Mortgage Licensing Act.

Responsibilities

• Develop and deepen client relationships.
• Meet revenue growth and client retention goals.
• Advise clients on financial planning and investment trends.

Skills

Interpersonal skills

Sales skills

Relationship management

Advanced credit knowledge

Team collaboration

Proficiency in Microsoft Office

Education

Bachelor's Degree

FINRA Series 7

FINRA Series 66

Securities Industry Essentials (SIE) Exam

Insurance licenses (Life, Health, Variable)

Job description

Role Overview

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 delivery of the full suite of Truist Wealth solutions.

Key Responsibilities

• 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.
• Self‑acquire new business by being active and well connected in the community.
• Act as the expert level “market moving” advisor with the ability to handle the most challenging, sensitive and complex banking relationships.
• Focus on targeted prospecting and developing relationships with external referral sources; work with various specialists and IRM partners (credit , mortgage, planning, investment, trust, fiduciary services and insurance) to promote client retention and prospect referrals, executing the specialist delivery model and protecting cost‑to‑serve requirements.
• Use advanced credit knowledge to guide conversations and advice delivery with clients and prospects.
• Partner with Truist product specialists (investments, trust, mortgage, insurance, etc.) using a team approach to deliver solutions to clients’ financial needs.
• Thrive in a team‑based approach to deliver the full suite of Truist Wealth solutions.
• Serve as a team and peer group role model for other Wealth Advisors and Wealth Associates.
• Continuously act as a culture champion aligned with Truist’s purpose, mission and values.
• Establish and maintain mutually beneficial relationships with internal and external centers of influence (CCB, CIG, local advisory board members, CPAs, attorneys, civic associations) to enhance marketing efforts.
• Stay updated on changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients; act 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, working within the existing audit, compliance and regulatory framework for a high‑quality, compliant portfolio of relationships.
• Use sound judgment on expense and operational efficiency.

Required Qualifications

• Bachelor’s Degree.
• FINRA licenses including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam as applicable; maintain required insurance licenses (Life, Health, Variable) and complete continuing education.
• Eight or more years of sales and client management experience in Wealth Management, managing a portfolio of high net and ultra‑high net worth clients with complex credit and banking needs.
• Successful track record using interpersonal, sales, presentation and relationship‑management skills in the high‑net‑worth marketplace.
• Advanced and reputable credit knowledge with a proven record of working on complex credit deals and/or in tandem with a senior credit advisor.
• Advanced and proven working knowledge of deposit, credit and investment products.
• Successful background in a goal‑based, results‑driven sales environment using tools such as leaderboards, pipeline reporting and other sales‑management tools.
• Ability to thrive and actively participate on a team.
• Proficiency in basic computer applications, such as Microsoft Office.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer registration and an acceptable NMLS background check.

Preferred Qualifications

• CFP preferred or CTFA, CFA, CPA, JD or MBA.
• Completion or enrollment in certification programs such as CFA, CFP, CPWA or CPA.
• Five or more years of sales and client management experience in Wealth Management with a portfolio of high net worth clients.
• Graduate of a leadership or management development program such as LDP or Banking School.

Benefits

Eligible teammates (20+ hours per week) receive medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts and a 401(k) plan. They also receive a minimum of 10 days of prorated vacation, 10 sick days and paid holidays in the first year, with additional benefits potentially available based on position and division (defined benefit pension, restricted stock units, deferred compensation). For more details visit the Benefits site.

EEO Statement

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship, 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. Pay transparency nondiscrimination provision. E‑Verify.