Wealth Advisor 3
About the job
- A bachelor's degree is required.
- Maintain appropriate FINRA licenses, including Series 7, Series 66, and the Securities Industry Essentials examination as applicable, plus life, health, and variable insurance licenses; complete required continuing education.
- Have 8 or more years of sales and client management experience in wealth management, with demonstrated ability to manage a portfolio of high-net-worth and ultra-high-net-worth clients with complex credit and banking needs.
- Demonstrate interpersonal, sales, presentation, and relationship-management skills in the high-net-worth marketplace.
- Have advanced credit knowledge and a proven record working on complex credit deals or in tandem with a senior credit advisor.
- Have advanced working knowledge of deposit, credit, and investment products.
- Have a successful background in a goal-based, results-driven sales environment using leaderboards, pipeline reporting, and other sales-management tools.
- Be able to thrive and actively participate on a team.
- Demonstrate proficiency in basic computer applications, including Microsoft Office software products.
- Be compliant with the SAFE Mortgage Licensing Act within 30 days of employment, including new or transferred registration and an applicable NMLS-acceptable background check.
- Serve as the primary relationship advisor for high-net-worth and ultra-high-net-worth wealth clients.
- Develop and deepen client relationships through needs-based, high-level client service and delivery of the full suite of wealth solutions.
- Acquire new clients by leveraging an external network and the firm's place in the community to provide comprehensive wealth-management advice and solutions.
- Use personal financial-planning and financial-advisory concepts to deliver a broad range of wealth products and services to high-net-worth individuals.
- Meet revenue-growth, profitability, and client-retention goals by acquiring new clients, expanding services, and marketing new products to existing clients.
- Self-acquire new business by being active and well connected in the community.
- Handle the most challenging, sensitive, and complex banking relationships as an expert-level advisor.
- Conduct targeted prospecting and develop relationships with external referral sources.
- Work with credit, mortgage, planning, investment, trust and fiduciary, and insurance specialists to support client service and business-development efforts.
- Execute the specialist delivery model using centralized and regionalized partners while protecting the corporation's cost-to-serve requirements.
- Use advanced credit knowledge to lead conversations and deliver advice to clients and prospects.
- Partner with product specialists in investments, trust, mortgage, and insurance to deliver solutions to clients' financial needs and enhance existing relationships.
- Deliver the full suite of wealth solutions through a team-based approach.
- Serve as a team and peer-group role model for other Wealth Advisors and Wealth Associates.
- Act as a culture champion aligned with the organization's purpose, mission, and values.
- Establish and maintain business relationships with internal and external centers of influence, including business groups, regional leadership, local advisory board members, certified public accountants, attorneys, civic associations, and other organizations.
- Stay current on economic, legal, financial-planning, investment, market, and business issues affecting affluent clients.
- Serve as a personal financial-planning and advisory resource for clients, their attorneys, and certified public accountants.
- Maintain legal, operating, and regulatory controls to manage risk and compliance within the audit, compliance, and regulatory framework.
- Use sound judgment regarding expenses and operational efficiency.
- A CFP, CTFA, CFA, CPA, JD, or MBA credential is preferred.
- Completion of or enrollment in certification programs such as CFA, CFP, CPWA, or CPA is preferred.
- Five or more years of sales and client-management experience in wealth management, with demonstrated ability to manage a portfolio of high-net-worth clients, is preferred.
- Graduation from a leadership or management-development program, such as an LDP or banking school, is preferred.
About the company
Truist provides banking, lending, and wealth management services to individuals, small businesses, and large corporations across the United States. It operates through integrated relationship management, offering personal and commercial banking, loan products, and advisory wealth services. Customers access deposits, loans, payment services, and investment advice, with revenue coming from interest on loans, banking fees, and advisory fees. The firm differentiates itself by delivering coordinated financial solutions across different client segments and by pursuing strategic partnerships and community initiatives to support local development. Its goal is to inspire and build better lives and communities by helping clients manage money, grow assets, and strengthen relationships with their bank.
Company Size
10,001+
Company Stage
IPO
Headquarters
Washington DC, District of Columbia
Founded
2018
Get referred to Truist Bank
See people who can refer or advise you
Simplify's Take
What believers are saying
- September 9, 2026 AI Call Summaries cut 36,000 staff hours in Q2.
- August 25, 2026 Premier deposit production rose 27% year over year.
- October 16, 2026 earnings should reflect capital from the $5.5 billion sale.
What critics are saying
- The September 15, 2026 Apollo sale kills Regional Acceptance and 478 jobs.
- Overdraft settlement litigation still haunts Truist through insurer counterclaims filed August 2026.
- Truist's reset depends on deposits; weak execution leaves it trapped as a spread lender.
What makes Truist Bank unique
- Truist Premier launched August 25, 2026, targeting $100,000-plus clients before private wealth.
- Shimna Sameer joined July 22, 2026, to scale Truist Wealth and technology.
- AI Call Summaries reached 4.5 million in Q2 2026 across care centers.
Help us improve and share your feedback! Did you find this helpful?
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
6 month growth
↑ 6%1 year growth
↑ 6%2 year growth
↑ 6%Carriage Services has closed a new $300 million senior secured revolving credit facility, replacing its previous $250 million facility and increasing borrowing capacity by $50 million. The new facility matures on 30 September 2031 and is expected to reduce the effective borrowing margin by approximately 50 basis points as leverage declines below 4.0x. The Houston-based funeral and cemetery services provider said the facility will support working capital, capital expenditures, strategic acquisitions and refinancing activities. Borrowings bear interest at the Term Secured Overnight Financing Rate plus 1.25% to 2.00%, depending on the company's leverage ratio. JPMorgan Chase Bank serves as administrative agent and lead arranger, with Truist Bank and Regions Bank as joint bookrunners. As of 30 June 2026, Carriage operates 155 funeral homes across 24 states and 28 cemeteries in nine states.
CTO Realty Growth has closed a $1.0 billion unsecured credit facility, extending its debt maturity profile and increasing total commitments by $250 million. The Winter Park, Florida-based owner and operator of open-air shopping centres will use proceeds to repay outstanding borrowings under its previous $300 million revolving credit facility and two term loans. The new facility comprises a $400 million revolving credit facility due September 2030 and four term loans ranging from $150 million each, maturing between September 2029 and March 2032. The refinancing increases the company's weighted average debt maturity to 4.3 years from 1.6 years. Initial fixed interest rates on the term loans range from 3.4% to 5.3%, based on applied SOFR swaps. The facility was provided by a syndicate led by KeyBank National Association.
Am I Next? No love at Truist Financial Corporation / rac. Charlotte, North Carolina-based Truist Financial Corporation, an American bank holding company, has announced it will close the Tempe, Arizona facility operated by its Regional Acceptance Corp. subsidiary, an auto finance company that focuses on subprime to near-prime indirect lending, pending an agreement to sell off the loan portfolio of its Regional Acceptance Corp. subsidiary. The closure will impact 120 employees with phased layoffs staged between November 30, 2026, and February 28, 2027. Another 205 employees will be impacted in Arlington, Texas; 56 employees in Winterville, North Carolina; and 97 employees in Greenville, North Carolina. A spokesperson noted, "The company is providing affected employees with severance benefits, job search assistance, and consideration for other roles within Truist." Change is constant, and it's coming. Tomorrow will always come, no matter how much you try to ignore it. Life offers no guarantees, nor promises of a bright future. Am I Next see good people being laid off through no fault of their own. Just because something terrible hasn't happened yet doesn't mean it won't. It can happen to anyone, anytime, anywhere. No one is guaranteed to wake up tomorrow and still have a job by evening. While many employees can read the writing on the wall, why do most assume it's targeted at someone else? Are you wondering, "Am I Next?"
Truist Bank is exiting the auto-finance business and closing its Regional Acceptance Corporation facility in Arlington, Texas, resulting in 205 job losses. The bank has agreed to sell $5.5 billion in near-prime auto loans, representing substantially all of Regional Acceptance's assets. The closure will occur in phases between November 2026 and February 2027. Truist expects to receive approximately $5.2 billion in net proceeds and a $535 million recapture of loan-loss reserves from the transaction. Regional Acceptance, which has operated in auto lending for over four decades, specialises in financing for borrowers outside the prime-credit segment. The business produced approximately break-even pretax earnings during the first half of 2026. Truist said the move will improve its credit profile and generate approximately $945 million in common equity tier 1 capital whilst reducing nonperforming loans.
Truist's $5.5B pivot leads to 253 layoffs in Eastern North Carolina. By Ben Tobin - Reporter, Triangle Business Journal Sep 17, 2026 Preview this article 1 min A Truist subsidiary headquartered in Greenville is laying off hundreds workers. Don't Stop Here - Continue Reading For $1 Per Week Secure 4 weeks of award-winning news and trusted insights Subscribe for only $4 Thursday, October 29, 2026 Corridors of Opportunity - Greenville & Surrounding Area Join us for an engaging, nuanced and insightful conversation with Pitt County's business and civic leaders to discuss economic development, health care and life sciences, housing and infrastructure, Greenville's continued growth and what's next.