Truist Specialty Wealth Advisor 

United States, Georgia, Atlanta 

62235977

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

This SEG Wealth Advisor 1 will execute the needs-based solution delivery and integration of a broad range of investment, credit, and banking products and services (financial planning, portfolio management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services) through the implementation of our Advice Delivery Model value proposition. They will collaborate and coordinate with Wealth Associates, and partners such as Financial Advisors, Investment Strategists, Treasury & Payment Solutions Partners, Financial Planners, Mortgage Partners, Credit Advisors and other wealth product partners based upon objective and sound financial planning and advisory concepts.

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.

Responsibilities :

* Sources and calls upon prospects and client referrals tailored to each sport or entertainment prospect. Exhibits strong relationship management, business development, and presentation and sales skills that establish, themselves as credible and capable financial partners to Sports and Entertainment individuals and businesses.

* Effectively and routinely utilizes Salesforce to manage pipeline and client communications to ensure timely and relevant information regarding activities and status for execution and collaboration

* Participates in the structure and review of credit products/requests providing insight to client, industry, or product.

* Works with Sr. Wealth Advisor or Managing Director of SEG Sales to help develop localized marketing content and events.

* The ability to develop and implement individual business plans (e.g. prospecting pipelines, marketing ideas, calling plans) that meet the corporation's and Truist Wealth's expectation for revenue growth in the local market and/or industry segment

* Delivers personalized, attentive, needs-based service to their client base through sound financial planning and advisory concepts, and actively monitors assigned investment accounts for adherence to investment and asset allocation objectives and policies

* Executes and operates within Truist Wealth established processes and procedures regarding legal, operating and regulatory risk and compliance.

* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients

* Possesses a thorough and updated understanding of their local market and/or industry segment and the unique dynamics they may have to maintain a knowledge-based resource both internally for the bank and externally for the clients within the SEG vertical.

* Uses sound judgment on expense and operational efficiency

* Exemplifies a culture of continuous improvement and operational executional excellence

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

* 7 or more years of experience in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development within a similarly complex market

* A thorough understanding of a broad range of financial planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services

* Advance and proven knowledge of deposit, credit and investment products

* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace

* Excellent written, verbal, problem solving, and analytical skills

* 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

* Ability to engage in substantial travel, often overnight

Preferred Qualifications:

* FINRA: Series 65 or 66, Life, and Health and Insurance - Highly Preferred

* Completion or enrollment in professional level certification programs such as CFA, CAIA, CIMA, CFP, CTFA, CPA, etc..