Wealth Business Advisor for High Net Worth Owners

Truist; Cincinnati (OH); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid time off

Dental and vision insurance

Job summary

Truist is recruiting a Senior Wealth Advisor to manage aportfolio of high net worth business owner relationships in the Cincinnati area. You will deliver comprehensive planning, investment, trust, and banking services in partnership with Wealth Advisors and other Truist specialists.

You will drive revenue growth and client satisfaction by leveraging WRAP, sales processes, and a seamless advisory experience across wealth products. A BA/BS and 5+ years in affluent client servicing are required.

Qualifications

• Bachelor’s degree or equivalent education in business, accounting, finance, banking or related field.
• Minimum of five years’ experience working with affluent clients in banking, investments, or financial planning.
• Minimum of five years’ business and retail lending experience.
• Licensing requirements: NASD Series 7, 66 or equivalent (or within 90 days).
• State and health licenses; SAFE Mortgage Licensing Act compliance within 30 days.

Responsibilities

• Manage High Net Worth business owner client relationships and deliver a broad range of wealth services.
• Provide integrated financial planning, advisory, and banking solutions.
• Develop and deliver presentations to groups leveraging WRAP and other Truist processes.
• Coordinate with Wealth Advisors, RMs, and product specialists to serve clients.
• Grow revenue, profitability and client retention; monitor pipeline in CRM.
• Support credit and lending opportunities per Truist policy.

Skills

High Net Worth relationship management

Interpersonal skills

Sales and presentation skills

Financial planning knowledge

CRM proficiency

Communication (verbal/written)

Ability to travel

Education

Bachelor’s degree in business, accounting, finance, banking or equivalent

Tools

Microsoft Office

Job description

Truist is recruiting a Senior Wealth Advisor to manage aportfolio of high net worth business owner relationships in the Cincinnati area. You will deliver comprehensive planning, investment, trust, and banking services in partnership with Wealth Advisors and other Truist specialists.

You will drive revenue growth and client satisfaction by leveraging WRAP, sales processes, and a seamless advisory experience across wealth products. A BA/BS and 5+ years in affluent client servicing are required.