Wealth Private Advisor - Banking & Credit Solutions

Truist; Virginia Beach (VA); Remote; USD 115,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k

Job summary

Truist Wealth Private Advisor position is located within a virtual setting and aims to deepen client relationships around banking, credit, and insurance for Wealth clients with $1M+ investments. You will coordinate with PCG Financial Advisors to deliver Wealth banking solutions and build trusted partnerships with internal IRM colleagues.

Ideal candidates will have a four-year degree, strong leadership and consultative selling skills, FINRA licenses 7 and 63, and insurance credentials.

Qualifications

• Must have a four-year degree and significant leadership experience.
• FINRA licenses 7 and 63 and life/health insurance credentials.
• Preferred CFP, CFA, or Master’s degree.
• Experience in advising high net worth clients.

Responsibilities

• Collaborate with PCG Financial Advisors to deliver Wealth Banking and Credit solutions for clients with +$1M investments.
• Develop and deliver presentations to groups to demonstrate value of Wealth Private Advisor relationships.
• Educate clients and FAs on Wealth banking and credit solutions to meet financial goals.
• Maintain compliance within audit and regulatory framework.

Skills

Consultative communication

Relationship building

Self-starter

Leadership

Verbal & written communication

Team collaboration

Education

4-year degree

FINRA licenses 7, 63

Insurance (life & health)

CFP

CFA

Master’s degree

Tools

CRM system

Wealth management tools

Job description

Truist Wealth Private Advisor position is located within a virtual setting and aims to deepen client relationships around banking, credit, and insurance for Wealth clients with $1M+ investments. You will coordinate with PCG Financial Advisors to deliver Wealth banking solutions and build trusted partnerships with internal IRM colleagues.

Ideal candidates will have a four-year degree, strong leadership and consultative selling skills, FINRA licenses 7 and 63, and insurance credentials.