Wealth Banking & Credit Advisor (Virtual)

Truist; Lexington (KY); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid time off

Drug-free workplace

Job summary

Truist is seeking a Wealth Private Advisor located virtually to deepen client relationships with Wealth segment clients, coordinating with PCG Financial Advisors to deliver Truist Wealth banking and credit solutions for clients with over $1MM in investments.

You will build partnerships with IRM colleagues, apply investments/banking/insurance/lending knowledge to recommend solutions, and ensure a flawless, compliant client experience.

Qualifications

• Results oriented with a track record of motivating others to achieve objectives.
• Consultative communication and relationship-building skills leading to client service and satisfaction.
• Self-starter, enthusiastic, driven, with a strong work ethic and sense of urgency to achieve goals.
• Excellent verbal, written and phone communication skills with demonstrated leadership ability.
• Ability to handle ambiguity and adapt to changing environments.
• Demonstrated ability to engage and foster revenue-generating IRM partnerships.
• Team player who translates knowledge into productive relationships internally and externally.
• Stay abreast of changing economic, legal, financial planning and investment trends for High Net Worth clients.

Responsibilities

• Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist.
• Develop and deliver video and in-person presentations to demonstrate the value of a Wealth Private Advisor relationship.
• Leverage Wrap process to call upon clients and determine strategies to meet needs with financial solutions.
• Help FAs and clients set and prioritize goals and develop customized implementation timelines.
• Coordinate information gathering and liaise between client and internal/external partners to implement plans.
• Monitor and update CRM activity and pipeline within the bank's system.
• Educate clients and FAs on Wealth credit and banking solutions; recommend actions to achieve goals.
• Ensure a flawless client experience in delivery and servicing.

Skills

Relationship building

Consultative selling

Communication

Self-motivated

Leadership

Adaptability

Education

Bachelor's degree

CFP/CFA/Master's degree

Job description

Truist is seeking a Wealth Private Advisor located virtually to deepen client relationships with Wealth segment clients, coordinating with PCG Financial Advisors to deliver Truist Wealth banking and credit solutions for clients with over $1MM in investments.

You will build partnerships with IRM colleagues, apply investments/banking/insurance/lending knowledge to recommend solutions, and ensure a flawless, compliant client experience.