Summary:
- Job Title: Wealth Advisor III - Palm Beach / Boca Raton
- Available in 2 locations
- Category: Wealth, Brokerage and Premier Banking
- Posted Date: 08/28/2024
- Language Fluency: English (Required)
- Work Shift: 1st shift (United States of America)
- Regular or Temporary: Regular
Job Description:
- Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients
- Develop and deepen client relationships through needs-based, high-level client service and delivery of Truist Wealth solutions
- Acquire new clients by leveraging external network and firm position in the community
- Utilize objective and sound personal financial planning and financial advisory concepts to provide integrated delivery of wealth products and services
- Meet revenue growth, profitability, and client retention goals through business development and expanding services and marketing new products to existing clients
- Self-acquire new business by being active and well-connected in the community
- Expected to be an expert level "market-moving" advisor with the 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 to support client service and business development efforts
- Use advanced credit knowledge to help lead conversations and advise clients and prospects
- Partner with Truist product specialists to deliver solutions to client's financial needs and enhance existing relationships
- Thrive in a team-based approach to deliver the full suite of Truist Wealth solutions
- Act as a culture champion aligned with Truist's Purpose, Mission, and Values
- Establish and maintain mutually beneficial business relationships with internal and external centers of influence
- Stay updated on changing economic, legal, financial planning, investment trends, and 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
- Use sound judgment on expense and operational efficiency
Qualifications:
- Bachelor's Degree Required
- FINRA licenses required (Series 7, Series 66, Securities Industry Essentials (SIE) Exam, Life, Health, and Variable insurance licenses)
- 8+ years of sales and client management experience in Wealth Management
- Proven ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
- Successful track record in the high net worth marketplace
- Advanced and reputable credit knowledge
- Advanced and proven working knowledge of deposit, credit, and investment products
- Successful background in a goal-based, results-driven, sales environment
- Ability to thrive and be an active participant on a team
- Proficiency in basic computer applications, such as Microsoft Office software products
- Must be SAFE Mortgage Licensing Act compliant within 30 days of employment
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+ years of sales and client management experience in Wealth Management
- Graduate of a leadership or management development program (such as LDP, Banking School)
Benefits:
- Eligible for benefits if working 20 or more hours per week
- Medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan
- Minimum of 10 vacation days (prorated) during first year of employment, along with 10 sick days (prorated) and paid holidays
- Eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan may vary depending on position and division
If you are interested in applying for this position, click the Apply Now button at the top or bottom of this page. After you complete your application, you can create a profile to track your application status and receive any communications. If you already have a profile with us, you can log in to check your status. If you need assistance with the application due to a disability, you can request a reasonable accommodation by sending an email to Accessibility. Truist is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Join our team and become a part of our culture that is aligned with Truist's Purpose, Mission, and Values.
