Wealth Advisor III

Position Overview

Serve as the primary relationship advisor for high‑net and ultra‑high‑net wealth clients. This role involves developing and deepening client relationships through needs‑based, high‑level client service and delivering the full suite of Truist Wealth solutions.

Accomplished in acquiring new clients by leveraging external networks and the firm’s community presence, providing comprehensive wealth‑management advice and solutions. Utilize objective financial planning and advisory concepts to deliver integrated wealth products and services to high‑net worth individuals.

• Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services to existing clients.
• Self‑acquire new business by maintaining active community connections.
• Act as an expert “market‑moving” advisor capable of handling challenging, sensitive, and complex banking relationships.
• Target prospecting and develop relationships with external referral sources; collaborate with specialists and IRM partners (credit, mortgage, planning, investment, trust, fiduciary services, and insurance) to promote client retention and referrals.
• Use advanced credit knowledge to lead conversations and advice delivery with clients and prospects.
• Partner with Truist product specialists (investments, trust, mortgage, insurance, etc.) in a team approach to deliver client solutions and enhance relationships.
• Serve as a culture champion aligned with Truist’s Purpose, Mission, and Values.
• Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as regional leadership teams, advisory boards, CPAs, attorneys, civic associations, and other influencers.
• Stay updated on changing economic, legal, financial, and investment trends impacting affluent clients; act as a personal financial planning and advisory resource for clients and their advisors.
• Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance; operate within the existing audit, compliance, and regulatory framework.
• Apply sound judgment on expense and operational efficiency.

• Bachelor’s Degree.
• FINRA licenses:
  Series 7, Series 66, Securities Industry Essentials (SIE) Exam as applicable;
  Life, Health, and Variable insurance licenses. Maintain continuing education as required.
• 8+ years of sales and client management experience in Wealth Management with a proven ability to manage a portfolio of high‑net and ultra‑high‑net clients with complex credit and banking needs.
• Successful track record using interpersonal, sales, presentation, and relationship‑management skills in the high‑net worth marketplace.
• Advanced credit knowledge with a proven track record in complex credit deals or working with senior credit advisors.
• Advanced working knowledge of deposit, credit, and investment products.
• Background in a goal‑based, results‑driven sales environment using tools such as leaderboards, pipeline reporting, and other sales‑management tools.
• Team‑oriented and actively participate on a team.
• Proficiency in Microsoft Office and basic computer applications.
• Must be SAFE Mortgage Licensing Act compliant within 30 days of employment, including new or transfer of registration and applicable NMLS background check.

• Bachelor’s Degree in Business, Finance, or Economics.
• CFP preferred or CTFA, CFA, CPA, JD, or MBA.
• Completion or enrollment in certification programs such as CFA, CFP, CPWA, and CPA.
• 5+ years of sales and client management experience in Wealth Management with a proven ability to manage a portfolio of high‑net worth clients.
• Graduate of a leadership or management development program (e.g., LDP, Banking School).

All regular teammates working 20 hours or more per week are eligible for Truist benefits, which include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates receive no less than 10 days of vacation (prorated) and 10 sick days during the first year of employment, along with paid holidays. Additional benefits may include a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan depending on the position and division.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classifications protected by law. Truist is a Drug‑Free Workplace.

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