Truist Medical Wealth Advisor II - Charlotte 

United States, North Carolina, Charlotte 

627317140

Regular or Temporary:

English (Required)

1st shift (United States of America)Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all 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.

Acquires new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists.

Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

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 lending or relationship management experience in the financial services industry
• FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position.
• Ensures that appropriate continuing education requirements are met where needed.
• Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
• Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients
• Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
• Basic wealth management knowledge
• Excellent and proven oral, written and group presentations skills

Preferred Qualifications:

• MBA Word, Excel and PowerPoint skills
• More than 5 years of credit experience Successful experience as a client advisor with proven results