Wealth Advisor III

Profile

Wealth Advisor III

The candidate will 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 through delivery of the full suite of the firm Wealth solutions. Accomplish and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and 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. 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. Self-acquires new business by being active and well connected in the community. Expected to be the expert level "market moving" advisor with 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 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. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. Use advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Partner with the firm 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. Thrive in a team based approach to deliver the full suite of the firm Wealth solutions. Continuously act as a culture champion that is aligned with the firm’s Purpose, Mission and Values. Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Stay 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. Work within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships. Use sound judgment on expense and operational efficiency. Graduate of a leadership or management development program (Such as LDP, Banking School) is preferred. Bachelor's Degree in Business, Finance or Economics is preferred. CFP or CTFA, CFA, CPA, J.D. or MBA is preferred. Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA is preferred. Should have 8+ years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. Should preferably have 5+ years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients.

Additional Information

Job ID: R0062652

Company info

Truist Financial Corporation
711 5th Ave
New York
New York
United States 10022
Website : https://www.truist.com/