Wealth Business Advisor

Truist

Wealth Business Advisor developing valuable relationships with affluent clients. Utilizing financial advisory concepts to provide integrated wealth services for business owners

Posted 7/3/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage Client Relationships with High Net Worth business owners
Serve as the primary point of contact, integration and responsibility for High Net Worth business owner clients
Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to these clients
Deliver a level of personalized, attentive service that clients deem outstanding
Develop and deliver video (primary) and in person presentations to small and large groups
Establish and periodically update understanding of client financial needs and conditions
Work with clients and prospects to coordinate the information gathering and delivery of financial plans
Meet revenue growth, profitability, and retention goals by developing new clients
Successfully participate in the WRAP and the Truist Decathlon sales management process
Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's CRM system
Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience"

Requirements

What you’ll need

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

Benefits

Comp & perks

medical insurance
dental insurance
vision insurance
life insurance
disability insurance
accidental death and dismemberment insurance
tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial PlanningInvestment ManagementRetail Banking ProductsBusiness LendingSales Strategy DevelopmentClient Needs AssessmentPipeline ManagementRevenue GrowthCredit SolutionsAsset Allocation

Soft Skills

Interpersonal SkillsRelationship ManagementWritten CommunicationVerbal CommunicationPresentation Skills

Certifications

NASD Series 7 LicenseNASD Series 66 LicenseSAFE Mortgage Licensing Act Compliance