Wealth Strategy Advisor for High-Net-Worth Clients

Truist; Cinnaminson Township (NJ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Sick days

Holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist Wealth Management seeks a Wealth Advisor for High Net Worth business owners within the Truist footprint. Develop and maintain a portfolio of financially complex revenue‑generating relationships, delivering planning, investments, trusts, insurance, credit and general banking services to affluent clients, partnering with Wealth Advisors to grow the business through WRAP.

Required: bachelor's degree and at least five years serving affluent clients, plus licenses such as NASD Series 7/66 and

Qualifications

• Bachelor's degree in business, accounting, finance, banking or equivalent education.
• Minimum of five years of experience working with affluent clients dealing with banking, investments, or financial planning.
• NASD Series 7,66 or equivalent licenses.
• Willingness to travel, including overnight.
• Strong interpersonal, sales and relationship management skills.
• Proficiency with Microsoft Office.

Responsibilities

• Manage Client Relationships with High Net Worth business owners.
• Serve as the primary point of contact, integration and responsibility for High Net Worth business owner clients; sell, deliver and provide ongoing service for a broad range of products.
• Develop and deliver presentations to groups to demonstrate the value of a Wealth Business Advisors relationship.
• Coordinate financial planning processes with clients and internal partners; implement solutions.

Skills

Strong interpersonal skills

Sales and relationship management

Presentation skills

Ability to travel

Education

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

Master's degree in business, accounting, finance, or banking

Tools

Microsoft Office

NASD Series 7/66 licenses

SAFE Mortgage licensing

Job description

Truist Wealth Management seeks a Wealth Advisor for High Net Worth business owners within the Truist footprint. Develop and maintain a portfolio of financially complex revenue‑generating relationships, delivering planning, investments, trusts, insurance, credit and general banking services to affluent clients, partnering with Wealth Advisors to grow the business through WRAP.

Required: bachelor's degree and at least five years serving affluent clients, plus licenses such as NASD Series 7/66 and