Truist Bank is seeking a Wealth Advisor in Huntsville, AL, to manage relationships with high net worth clients while delivering comprehensive wealth management solutions. The ideal candidate will have extensive experience in wealth management, strong sales skills, and a proven track record of client acquisition and retention
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 through needs-based, high-level client service.
Accomplished 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.
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.
Matching Summary
Match Score: 85
Truist Bank is seeking a Wealth Advisor in Huntsville, AL, to manage relationships with high net worth clients while delivering comprehensive wealth management solutions. The ideal candidate will have extensive experience in wealth management, strong sales skills, and a proven track record of client acquisition and retention.
Skills & Requirements
Must-have
High net worth client relationships
New client acquisition
Financial planning and advisory
Credit and banking needs expertise
Team-based solution delivery
Nice-to-have
Community involvement
Culture champion
Internal and external relationship building
Key Requirements
Bachelor's Degree
FINRA Series 7, Series 66, SIE, Insurance Licenses