Wealth Advisor Iii - Charleston Sc jobs at Truist in United States, Charleston

Regular or Temporary:

English (Required)

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.

1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

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.

1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years offinancial servicesexperience working with clients dealing with banking, investments, and/or retail lending.(experience may include Retail, Wealth, Advisory, and/or Retail Lending experience)one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Regular or Temporary:

English (Required)

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.
1. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals.
2. Provides delivery management with demand views that enable the ability to appropriately plan resource assignments and needs and understand demand versus capacity.
3. Interprets internal/external business challenges and recommends best practices.
4. Uses sophisticated analytical thought to exercise judgment and identify innovative solutions.
5. Mentors less experienced teammates to build technical expertise.
6. May have people management responsibilities.

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.
1. Bachelor's degree and eight years of experience in IT or an equivalent combination of education and work related experience.
2. Meeting management, conflict management, and presentation skills.
3. Ability to plan effectively.
4. Ability to manage client expectations and relationship in a way that results in an effective team environment.
5. Function and/or broad functional knowledge of portfolio management.
6. Sound understanding of business and organizational strategies and processes.
7. Ability to interpret internal and external business challenges and recommend best practices.
8. Ability to lead complex projects.
9. Sophisticated analytical skills and the ability to solve complex technical and business problems.
10. Ability to influence others at senior levels to adopt a new perspective.

1. Master's Degree and ten years of experience.
2. Banking or financial services experience.

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Regular or Temporary:

English (Required)

Regular or Temporary:

English (Required)

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.

1. Responsible for maximizing total product revenue and growth for clients within portfolio and sector and increase quality of revenue based on opportunity.
2. Responsible for loan generation and growing exposure year-over-year for portfolio and clients in sector
3. Prominent in the vertical as the recognized expert in corporate banking services respective sector.

4. Responsible for leading the corporate banking initiatives and efforts for the sector / industry alignment which includes reviewing and supporting relationships, transactions and relative returns, attending prospect meetings and working with both internal and external referral sources.
5. Directs the activities for a specific corporate banking sector coverage, product, market, etc. within a business unit.
6. May participate in strategic decision-making outside their specific area.
7. Influences and is accountable for business matters of significance through partnership across multiple LOBs within The Company.
8. Attract, retain and develop talent of a mid to large size team, with focus on diversity.
9. Responsible for ensuring there is a reasonably attainable strategy for delivering appropriate return on return on equity.
10. Additional responsibilities on internal client management duties as specified by manager and team.

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.

1. BA/BS degree
2. Licenses: Series 79, 63 and 24 for managers only
3. 16-18 years of related work experience
4. Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
5. Advanced knowledge of industry, market, and products
6. Proven ability to develop, nurture and monetize “trusted advisor” client relationships with senior executives
7. Advanced analytical and technical skills combined with a problem solving attitude
8. Excellent interpersonal style, good listening skills and the ability to communicate complex ideas clearly and concisely
9. Strong partnering and leadership skills in a complex, matrixed environment

1. MBA degree, with a Finance focus
2. 18-20 years of related work experience
3. 10-12 years of management experience

The annual salary for this position is 300,000.00

Section 19 of the Federal Deposit Insurance Act (FDIA) requires federally insured banks to conduct a “reasonable” inquiry into a job candidate’s criminal history and prohibits people from working for or participating in the activities of FDIC-insured institutions if the individual has a criminal history involving dishonesty, breach of trust or money laundering within certain time periods. More information on the FDIC Section 19 Rule prohibition can be found at the FDIC website. Additional restrictions that may limit employment at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth in Lending Act, Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, FINRA Rule 3110(e), and the Investment Advisors Act of 1940.

Regular or Temporary:

English (Required)