Truist Wealth Advisor III - Atlanta 

United States, Georgia, Atlanta 

815726813

Essential job functions are listed below. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships

Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation

Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects

Team and peer group role model for other Wealth Advisors and Wealth Associates

Continuously act as a culture champion that is aligned with Trust's Purpose, Mission and Values

Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships

Use sound judgment on expense and operational efficiency

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.

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

Five plus 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

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

Preferred Qualifications:

MBA

Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA

Graduate of a leadership or management development program (Such as LDP, Banking School)