Wealth Advisor III - Houston / Austin

Job Overview Serve as primary relationship advisor for high net worth and ultra‑high net worth wealth clients. Responsible for developing and deepening client relationships through needs‑based, high‑level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals. Responsibilities Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients Self‑acquires new business by being active and well connected in the community Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships Focus on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the cost‑to‑serve requirements of the corporation. Use advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects Partner with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to clients' financial needs and to enhance existing relationships Thrive in a team‑based approach to deliver the full suite of Truist Wealth solutions Serve as a team and peer group role model for other Wealth Advisors and Wealth Associates Continuously act as a culture champion that is aligned with Truist’s Purpose, Mission and Values Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance marketing efforts of the team Stay updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships Use sound judgment on expense and operational efficiency Required Qualifications Bachelor’s Degree Required FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra‑high net worth clients with complex credit and banking needs Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor Advanced and proven working knowledge of deposit, credit and investment products Successful background working in a goal‑based, results‑driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful Ability to thrive and be an active participant on a team Demonstrated proficiency in basic computer applications, such as Microsoft Office software products Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications CFP preferred or CTFA, CFA, CPA, JD or MBA Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA 5 or more years of sales and client management experience in Wealth Management and demonstrated ability to manage a portfolio of high net worth clients Graduate of a leadership or management development program (Such as LDP, Banking School) Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work. EEO Statement Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. Pay Transparency Nondiscrimination Provision. E‑Verify. #J-18808-Ljbffr Dormont Manufacturing Co