Wealth Advisor II

Job Title

Serve as primary relationship advisor for high net worth wealth clients.

The position involves developing and deepening client relationships through high-level client service and delivery of the full suite of Truist Wealth solutions. Leverage the Truist referral network to generate client acquisition and exercise an emerging ability to network externally to provide comprehensive wealth management advice and solutions.

Essential duties and responsibilities include:

• Meeting revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
• Focusing on targeted prospecting and developing relationships with external referral sources; effectively working with various specialists and IRM partners to promote client retention and prospect referrals.
• Using advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
• Partnering with Truist product specialists to deliver solutions to clients' financial needs and enhance existing relationships.
• Thriving in a team-based approach to deliver the full suite of Truist Wealth solutions.
• Acting as a culture champion aligned with Truist's Purpose, Mission, and Values.
• Establishing and maintaining mutually beneficial business relationships with internal and external centers of influence to enhance marketing efforts.
• Staying updated on changing economic, legal, financial planning, investment trends, and general market and business issues impacting affluent clients.
• Maintaining appropriate legal, operating, and regulatory controls to manage risk and compliance.
• Using sound judgment on expense and operational efficiency.

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
• 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of affluent and high net worth clients
• Successful track record using interpersonal, sales, presentation, and relationship management skills previously demonstrated in the affluent marketplace
• Solid and reputable credit knowledge
• Advanced knowledge of current 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:

• Bachelor's Degree in Business, Finance, or Economics
• 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 the 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)

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k 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. For more details on Truist's generous benefit plans, please visit our Benefits site.

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.