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TruistWealth Advisor III - Dallas / Fort Worth
LocationDallas, TX; Fort Worth, TX
Typefull-time
SenioritySenior
Experience8+ yrs
EquityIncluded
Company size10,000+ people
PostedFeb 19, 2025 · 1y ago
Verified live18h ago
At a glanceSummarised by Seekless from the posting.
Bachelor's Degree
FINRA licenses including Series 7, Series 66, SIE, and Life, Health, and Variable insurance licenses
SAFE Mortgage Licensing Act compliant within 30 days of employment
8+ years sales and client management in Wealth Management
Proven track record in interpersonal, sales, presentation, and relationship management in high net worth marketplace
Advanced credit knowledge and proven track record with complex credit deals
Advanced knowledge of deposit, credit, and investment products
Successful background in goal-based, results-driven sales environment
Ability to thrive and actively participate on a team
Demonstrated proficiency in Microsoft Office
Meet revenue growth, profitability, and client retention goals by acquiring new clients and expanding services
Self-acquires new business and well-connected in the community
CFP preferred or CTFA, CFA, CPA, JD or MBA
Completion or enrollment in CFA, CFP, CPWA or CPA
5+ years sales and client management in Wealth Management with high net worth clients
Graduate of leadership or management development program (LDP, Banking School)
Skills
Microsoft Office
Benefits
Health insurance
Dental
Vision
Life insurance
Disability
Tax preferred savings accounts
401(k)
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
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Regular or Temporary:
About the role
Regular
Language Fluency: English (Required)
Work Shift:
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 wealth 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 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. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals.
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
Requirements
Required Qualifications:
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: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed
* 8 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
* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.
* Advanced and proven working knowledge of deposit, credit and investment products
* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
* Ability to thrive and be an active participate on a team
* 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
Nice to have
Preferred Qualifications:
* CFP preferred or CTFA, CFA, CPA, JD or MBA
* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
* Graduate of a leadership or management development program (Such as LDP, Banking School)
Benefits
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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 classification protected by law. Truist is a Drug Free Workplace.
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