Wealth Advisor II

Wealth Management Advisor

Serve as primary relationship advisor for 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. 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. 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.

Essential Duties and 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
• Focuses 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.
• Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
• Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
• Stays 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. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships.
• 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