Full-Time

Wealth Advisor III

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

No salary listed

Senior, Expert

Charleston, SC, USA

Category
Financial Planning and Analysis (FP&A)
Insurance
Investment Banking
Private Equity
Risk Management
Finance & Banking
Required Skills
Risk Management
Requirements
  • Bachelor's Degree Required
  • 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
  • 8 or more 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
  • Ability to thrive and be an active participate on a team
  • 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
Responsibilities
  • Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
  • Self-acquires new business by being active and well connected in the community
  • 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
  • Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships
  • Thrives in a team based approach to deliver the full suite of Truist Wealth solutions
  • Team and peer group role model for other Wealth Advisors and Wealth Associates
  • Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
  • Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team
  • Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs
  • 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
  • Using sound judgment on expense and operational efficiency
Desired Qualifications
  • Bachelor's Degree in Business, Finance or Economics
  • CFP preferred or CTFA, CFA, CPA, JD or MBA
  • Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
  • 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
  • Graduate of a leadership or management development program (Such as LDP, Banking School)

Truist provides a platform designed for Registered Investment Advisors (RIAs) to enhance their operations and client interactions. The platform includes a range of tools such as live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, all aimed at helping RIAs manage their businesses more effectively. By using these features, RIAs can serve more clients at a lower cost, which can lead to improved profit margins. Truist also emphasizes a quick onboarding process and offers immediate access to essential investment management information, along with original content that provides valuable insights for independent financial advisors. Unlike many competitors, Truist offers its services for free to attract a large user base, monetizing instead through a vertically-integrated custodian service that helps RIAs reduce operational costs. The goal of Truist is to empower RIAs to grow their businesses and enhance the overall client experience.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform capabilities.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate.
  • Rapid tech advancements may increase Altruist's operational costs.
  • Expansion into San Francisco could raise recruitment and retention costs.

What makes Truist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free trading and automated rebalancing features.
  • Altruist provides original content and fast onboarding for financial advisors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

4%

2 year growth

3%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.