About this role

Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner segment within the Truist footprint
Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services including financial planning, investment management, personal trust and estate planning, insurance and risk management services, strategic credit, and general banking services to affluent clients
Effectively partner with the Wealth Advisors to develop business owner relationships through the utilization of WRAP (Wealth Relationship and Advisory Process)

Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent education and related training
Minimum of five years of experience working with affluent clients dealing with banking, investments, or financial planning or equivalent experience in outside sales and/or relationship management
Minimum of five years of business and retail lending experience
Advanced knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the affluent market
Strong interpersonal, sales and relationship management skills
Strong written, verbal and presentation skills
NASD Series 7,66 or equivalent licenses (or completion within first 90 days of employment)
Applicable state and health licenses
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
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to travel, occasionally overnight

Wealth Business Advisor I

Key skills