Wealth Private Banking Advisor I or II - Atlanta Job Atlanta area,Georgia USA,Finance & Banking

Job Details

This is a regular position requiring fluency in English and a 1st shift schedule in the United States.

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, to demonstrate and train on the value of a Wealth Private Advisor’s 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, and 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 FAs on Wealth credit and banking solutions, and 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 relationships with Complex and Team Directors in the assigned Truist region, in addition to all PCG FAs within the region.

Develop and execute training for FAs on value and referral process.
Create ongoing 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.

Qualifications

Required Qualifications for Private Banking Advisor I

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 sense of urgency to achieve business goals and exceed expectations.
Excellent verbal, written and phone communication skills and demonstrated leadership ability.
Ability to handle ambiguity and promptly adapt to a changing environment.
Respected business partner with ability to demonstrate value add to the broader team and diplomatically handle conflict.
Demonstrated ability to engage and foster effective revenue‑generating IRM partnerships.
Ideal candidate is a 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 CPAs.
4‑year degree, 5 years of demonstrated leadership ability, 4 years of direct sales experience in financial services, or 10 years of sales experience in a related industry.
FINRA licensing: 7, 66 and insurance life and health;
Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment, including new or transfer of registration and applicable NMLS background check.
Must partner well internally and maintain ongoing regulatory requirements.
Preferred CFP, CFA or master’s degree.

Required Qualifications for Private Banking Advisor II

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,…