Wealth Advisor III - Dallas / Fort Worth:
- High-level relationship advisor for high net worth and ultra-high net worth clients
- Responsible for developing and deepening client relationships through needs-based, high-level client service
- Offers the full suite of Truist Wealth solutions
- Acquires new clients through leveraging external network and firm's reputation in the community
- Provides comprehensive wealth management advice and solutions
- Utilizes objective and sound personal financial planning and advisory concepts
- Provides integrated delivery of a broad range of wealth products and services to high net worth individuals
Job Title: Wealth Advisor III
H1: Join Our Team as a Wealth Advisor III in Dallas / Fort Worth
H2: High-Level Relationship Advisor for High Net Worth and Ultra-High Net Worth Clients
Summary:
Wealth Advisor III is responsible for developing and deepening client relationships through high-level client service and providing the full suite of Truist Wealth solutions. This role requires an individual with a strong external network and a proven track record in acquiring new clients. The ideal candidate will have a comprehensive understanding of personal financial planning and advisory concepts and be able to provide integrated solutions to high net worth individuals.
Salary Information:
- Bachelor's degree required
- FINRA licensing including Series 7, Series 66, and Securities Industry Essentials (SIE) Exam
- 8+ years of sales and client management experience in Wealth Management
- Demonstrated ability to manage a portfolio of high net worth and ultra-high net worth clients
- Advanced credit knowledge with proven experience in complex credit deals
- Proficiency in deposit, credit, and investment products
- Strong sales and relationship management skills
- Experience in a goal-based, results-driven sales environment
- Ability to thrive in a team-based approach
- Proficiency in basic computer applications
- SAFE Mortgage Licensing Act compliant within 30 days of employment
- Preferred qualifications include CFP, CTFA, CFA, CPA, JD, or MBA
- Completion or enrollment in certification programs such as CFA, CFP, CPWA, or CPA
- 5+ years of sales and client management experience in Wealth Management
- Graduate of a leadership or management development program
Experience Information:
- 8+ years of sales and client management experience in Wealth Management
- Demonstrated ability to manage a portfolio of high net worth and ultra-high net worth clients
- Advanced credit knowledge with proven experience in complex credit deals
Department: Wealth, Brokerage, and Premier Banking
Location: This job is available in 2 locations - Dallas and Fort Worth
Category: Wealth, Brokerage, and Premier Banking
Job Type: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Essential Functions:
- Meet revenue growth, profitability, and client retention goals
- Acquire new clients through business development and expanding services
- Utilize external network and firm's reputation in the community
- Be the expert level "market moving" advisor
- Focus on targeted prospecting and developing relationships with external referral sources
- Work effectively with various specialists and partners to support client service and business development efforts
- Use advanced credit knowledge to lead conversations and provide advice to clients and prospects
- Partner with Truist product specialists to deliver solutions to clients' financial needs
- 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, and investment trends
- Serve as a personal financial planning/advisory resource for clients, their attorneys, and CPAs
- Maintain appropriate legal, operating, and regulatory controls
- Use sound judgment on expense and operational efficiency
Benefits:
- Medical, dental, and vision insurance
- Life insurance and disability coverage
- Tax-preferred savings accounts
- 401k plan
- Minimum of 10 days of vacation and sick days
- Paid holidays
- Eligibility for defined benefit pension plan, restricted stock units, and deferred compensation plan
Bold Headlines:
- Join Our Team as a Wealth Advisor III in Dallas / Fort Worth
- High-Level Relationship Advisor for High Net Worth and Ultra-High Net Worth Clients
- Strong External Network and Firm Reputation Required
- Comprehensive Wealth Management Advice and Solutions
- Use Your Expertise in Personal Financial Planning and Advisory Concepts
- Acquire New Clients and Expand Existing Relationships
- Work with Truist Product Specialists to Deliver Solutions
- Thrive in a Team-Based Approach
- Act as a Culture Champion Aligned with Truist's Purpose, Mission, and Values
- Stay Updated on Changing Economic, Legal, and Financial Trends
- Enjoy Generous Benefits as a Truist Teammate
