Wealth Advisor III

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 delivering the full suite of Truist Wealth solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services to existing clients. Self‑acquire new business by being active and well connected in the community. Act as expert‑level "market moving" advisor capable of handling the most challenging, sensitive and complex banking relationships. Focus on targeted prospecting and developing relationships with external referral sources; effectively collaborate with specialists and IRM partners (credit, mortgage, planning, investment, trust, fiduciary and insurance services) to promote client retention and referrals. Use advanced credit knowledge to lead conversations and advice delivery with clients and prospects. Partner with Truist product specialists—including investments, trust, mortgage, insurance—to deliver solutions that meet clients’ financial needs. Thrive in a team‑based approach to deliver the full suite of Truist Wealth solutions. Act as a role model for other Wealth Advisors and Wealth Associates within the team and peer group. Continuously serve as a culture champion aligned with Truist’s purpose, mission and values. Establish and maintain mutually beneficial relationships with internal and external centers of influence, including the CCB, CIG, advisory board members, outside CPAs, attorneys, civic associations and other stakeholders. Stay updated on 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, working within the organization’s audit, compliance and regulatory framework. Use sound judgment on expense and operational efficiency. QUALIFICATIONS Required Qualifications Bachelor’s Degree. Valid FINRA licenses, including Series 7, Series 66, SIE Exam, and applicable life, health, and variable insurance licenses; continuous education requirements met. 8+ years of sales and client management experience in Wealth Management with 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 in the high net worth marketplace. Advanced credit knowledge with a proven record of handling complex credit deals, in tandem with a senior credit advisor. Comprehensive knowledge of deposit, credit and investment products. Background working in a goal‑based, results‑driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sales‑management tools. Ability to thrive as an active participant on a team. Proficiency in basic computer applications, such as Microsoft Office. Compliance with SAFE Mortgage Licensing Act within 30 days of employment, including new or transfer registration and applicable NMLS background check. Preferred Qualifications Bachelor’s Degree in Business, Finance or Economics. CFP preferred or CTFA, CFA, CPA, JD or MBA. Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA. 5+ years of sales and client management experience in Wealth Management with a demonstrated ability to manage a portfolio of high net worth clients. Graduate of a leadership or management development program (e.g., LDP, Banking School). Annual base salary: $240,000 – $270,000. BENEFITS Medical, dental, vision, life insurance, disability, accidental death and dismemberment. Tax‑preferred savings accounts and a 401(k) plan. Minimum 10 days of vacation and 10 days of sick leave (prorated) with paid holidays. Potential eligibility for Truist’s defined benefit pension plan, restricted stock units and/or a deferred compensation plan, depending on division and position. 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 any other classification protected by law. Truist is a Drug‑Free Workplace. EEO is the Law. E-Verify, IER, Right to Work. #J-18808-Ljbffr Crump Life Insurance Svcs Inc