Wealth Strategist for High‑Net‑Worth Business Owners

Truist; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401k Plan

Paid Vacation and Sick Days

Job summary

Truist is seeking a financial advisor to manage a portfolio of affluent clients in Houston, Texas. The role involves providing financial planning, investment management, and personalized banking services to high net worth business owners.

The ideal candidate will have a Bachelor's degree, strong experience in client relationship management, and must be skilled in delivering outstanding service. Successful applicants will enjoy a competitive benefits package and the opportunity for professional development.

Qualifications

• Minimum of five years of experience with affluent clients in banking, investments, or financial planning.
• Advanced knowledge of financial planning and investment management concepts.
• Strong written, verbal, and presentation skills.

Responsibilities

• Manage client relationships with high net worth business owners.
• Sell and deliver a broad range of banking products and services.
• Develop and deliver presentations to diverse audiences.

Skills

Client Relationship Management

Financial Advisory

Strong Communication Skills

Sales Skills

Interpersonal Skills

Education

Bachelor's degree in Business, Accounting, Finance

Job description

Truist is seeking a financial advisor to manage a portfolio of affluent clients in Houston, Texas. The role involves providing financial planning, investment management, and personalized banking services to high net worth business owners.

The ideal candidate will have a Bachelor's degree, strong experience in client relationship management, and must be skilled in delivering outstanding service. Successful applicants will enjoy a competitive benefits package and the opportunity for professional development.