Wealth Advisor Ii

Truist Bank

Pensacola, FL, United States
On-site
High net worth client relationships
Needs-based client service
Truist wealth solutions delivery
Truist Bank is seeking a Wealth Advisor II in Pensacola, FL, to serve as a primary relationship advisor for high net worth clients, focused on developing and deepening client relationships through comprehensive wealth management solutions. The ideal candidate should have significant experience in wealth management and client management, along with relevant licenses and a proven track record of success in sales and client acquisition

Job Summary

  • Serve as primary relationship advisor for high net worth wealth clients, responsible for developing and deepening client relationships through needs-based, high-level client service and delivery of Truist Wealth solutions.
  • Leverage the Truist referral network and external networking to generate client acquisition and provide comprehensive wealth management advice and solutions.
  • Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services to existing clients.

Matching Summary

Match Score: 85

Truist Bank is seeking a Wealth Advisor II in Pensacola, FL, to serve as a primary relationship advisor for high net worth clients, focused on developing and deepening client relationships through comprehensive wealth management solutions. The ideal candidate should have significant experience in wealth management and client management, along with relevant licenses and a proven track record of success in sales and client acquisition.

Skills & Requirements

Must-have

  • high net worth client relationships
  • needs-based client service
  • Truist Wealth solutions delivery
  • external networking ability
  • personal financial planning advice

Nice-to-have

  • culture champion
  • internal and external relationship building

Key Requirements

  • Bachelor's Degree Required
  • FINRA Series 7, Series 66, SIE, Life, Health, Variable insurance licenses
  • 5+ years sales and client management in Wealth Management
  • Demonstrated ability to manage affluent/high net worth clients
  • Proficiency in Microsoft Office software

Work Rights

Not specified

Tailored Resume

Cover Letter