Truist ยท 4 weeks ago
Wealth Advisor III
Charlotte, NC
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expTruist is a financial services company seeking a Wealth Advisor III to serve as the primary relationship advisor for high net worth and ultra-high net worth clients. The role involves developing and deepening client relationships through comprehensive wealth management solutions and acquiring new clients through business development efforts.
BankingFinanceFinancial Services
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
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
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. 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
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
Thrives in a team based approach to deliver the full suite of Truist Wealth solutions
Team and peer group role model for other Wealth Advisors and Wealth Associates
Continuously act as a culture champion that is aligned with Truist'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
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
Qualification
Required
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. Ensures that appropriate continuing education requirements are met where needed
8 or more 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
Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor
Advanced and proven working knowledge of 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 participate 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
Preferred
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 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
Graduate of a leadership or management development program (Such as LDP, Banking School)
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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2026-01-15
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