Truist Senior Wealth Advisor in Charlotte, North Carolina
Req ID: R0055968
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions.
Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident, comprehensive wealth management advice and solutions including, but not limited to, strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and credit and risk management to ultra-high net worth clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
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
Self-acquires new business by being active and well connected in the community
Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex relationships
Able to articulate tactical adjustments for client investment portfolios
Builds multi-generational relationships with client families, providing estate and financial planning advice, next-generation education, legacy planning as well as advising on philanthropic and charitable goals of family
Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation
Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships
Thrives in a team based approach to deliver the full suite of Truist Wealth solutions
Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
Team and peer group role model for other Wealth Advisors and Wealth Associates
Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs
Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships
Using sound judgment on expense and operational efficiency
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree Required
FINRA: Series 7, Series 66, Life, Health, and variable insurance licenses
10 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit, multi-generational banking needs
Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the ultra-high net worth marketplace
Proven experience working closely with patriarch and matriarch family leaders
Advanced and proven credit knowledge with a proven track record working complex credit deals
Advanced knowledge of investment, estate and tax planning, credit and risk management, financial planning and cash flow analysis, and partners with other Truist teammates for implementation of solutions for multi-generational clients
Successful background working in a goal based, results-driven, sales environment that uses metrics such as leaderboards, pipeline reporting and other sale management reporting to be successful
Ability to thrive on a team with minimum supervision
Constant peer leader and role model for other Wealth Advisors
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Bachelor's Degree in Business, Finance or Economics
CFP preferred orCTFA, CFA, CPA, JD or MBA
10 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
Proven and successful experience working for a RIA (Single Family or Multi-Family)
Graduate of a leadership or management development program (Such as LDP, Banking School)
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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