Wealth Strategist for High‑Net‑Worth Business Owners

Truist; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid time off

Job summary

Truist, located in Dallas, Texas, is seeking a Wealth Business Advisor to manage a portfolio of affluent clients. This role involves developing strong client relationships and delivering financial services aimed at meeting their needs. The ideal candidate will have significant experience in relationship management and knowledge of personal financial planning. Joining Truist means being part of an organization that values excellence and offers a comprehensive benefits package.

The position requires strong interpersonal and presentation skills, along with a Bachelor's degree and relevant experience. Truist promotes a diversity-inclusive workplace and offers competitive compensation along with a multitude of benefits.

Qualifications

• Minimum of five years of experience working with affluent clients.
• Strong knowledge of personal financial planning and investment management.
• NASD Series 7,66 or equivalent licenses.

Responsibilities

• Manage Client Relationships with High Net Worth business owners.
• Develop and deliver video and in-person presentations.
• Meet revenue growth and retention goals.

Skills

Interpersonal skills

Sales skills

Relationship management

Presentation skills

Education

Bachelor's degree in business, accounting, finance, or equivalent

Tools

Microsoft Office

Job description

Truist, located in Dallas, Texas, is seeking a Wealth Business Advisor to manage a portfolio of affluent clients. This role involves developing strong client relationships and delivering financial services aimed at meeting their needs. The ideal candidate will have significant experience in relationship management and knowledge of personal financial planning. Joining Truist means being part of an organization that values excellence and offers a comprehensive benefits package.

The position requires strong interpersonal and presentation skills, along with a Bachelor's degree and relevant experience. Truist promotes a diversity-inclusive workplace and offers competitive compensation along with a multitude of benefits.