Truist Bank is seeking a Wealth Advisor III in Homewood, AL, to serve as the primary relationship advisor for high net worth clients. The successful candidate will focus on acquiring new clients, maintaining existing relationships, and delivering a full range of wealth management solutions
Job Summary
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients, responsible for developing and deepening client relationships.
Acquire new clients by leveraging external networks and community presence to provide comprehensive wealth management advice and solutions.
Partner with Truist product specialists to deliver a full suite of wealth solutions and act as a team and peer group role model.
Matching Summary
Match Score: 85
Truist Bank is seeking a Wealth Advisor III in Homewood, AL, to serve as the primary relationship advisor for high net worth clients. The successful candidate will focus on acquiring new clients, maintaining existing relationships, and delivering a full range of wealth management solutions.
Skills & Requirements
Must-have
high net worth client management
client acquisition and retention
financial planning and advisory
credit and banking needs
external network and community involvement
Nice-to-have
culture champion
team-based approach
market moving advisor
Key Requirements
Bachelor's Degree Required
FINRA Series 7, Series 66, SIE, Life, Health, Variable insurance licenses
8+ years sales and client management experience in Wealth Management
Advanced credit knowledge and complex credit deal experience