Truist Medical Wealth Advisor II III 

United States, Pennsylvania, Upper Merion Township 

936381274

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.

• Develops overall client strategy to introduce all appropriate financial solutions and Truist specialists to the client to deepen client relationships.

• Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client’s financial needs and enhance existing relationships.

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

• Adheres to Truist Wealth client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities to the appropriate line of business to ensure clients are in the right delivery channel.

• 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
• 10 or more years of sales, 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 excellent investment knowledge and the ability to discuss tax and financial planning issues with client including multi-generational estate planning concepts
• Strong credit knowledge to work with Credit Advisor (s) to deliver standard bank products such as deposits, credit cards, mortgages, etc. to assigned clients per the client relationship plan.
• Has a basic knowledge of all Wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong Client Service Skills.
• 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