This job has closed.

Truist · 1 month ago

Wealth Private Banking Advisor II (Baltimore, Bethesda, Greater Washington)

Baltimore, MD

Full-time

Onsite

Senior Level, Lead/Staff

$110K/yr - $130K/yr

8+ years exp

Truist Bank is seeking a Wealth Private Banking Advisor II to deepen client relationships around banking, credit, and insurance with Wealth segment clients. The role involves coordinating with Financial Advisors to deliver banking solutions for clients with significant investments and maintaining effective partnerships with various internal stakeholders.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist

Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners

Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients

Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up

Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan

Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system

Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships

Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals

Ensure Credit and Banking Solutions are delivered and serviced with a 'perfect client experience'

Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region

Develop and execute training for FAs on value and referral process

Create on-going two way feedback loops with Complex Directors and PSG FAs

Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business

Qualification

Financial Services SalesConsultative CommunicationRelationship BuildingFINRA LicensingTeam CollaborationClient ServiceMarket AwarenessLeadership AbilityAdaptabilityMotivation SkillsConflict Resolution

Required

Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives

Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles

Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations

Must have excellent verbal, written and phone communication skills and demonstrated leadership ability

Ability to handle ambiguity and promptly capable to adapt to changing environment

Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict

Demonstrated ability to engage and foster effective revenue generating IRM partnerships

Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally

Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's

4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry

FINRA licensing: 7, 66 and insurance life and health

Must be able to partner well internally

Preferred

CFP

CFA

Master's Degree

Benefits

Medical

Dental

Vision

Life insurance

Disability

Accidental death and dismemberment

Tax-preferred savings accounts

401k plan

10 days of vacation

10 sick days

Paid holidays

Defined benefit pension plan

Restricted stock units

Deferred compensation plan

Company

Truist

Glassdoor3.3

Truist is the sixth-largest commercial bank in the U.S.

Founded in 2019

Charlotte, North Carolina, USA

10001+ employees

https://www.truist.com

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)