Wealth Business Advisor I

Truist

Wealth Business Advisor managing a portfolio of affluent client relationships at Truist. Providing integrated financial planning and advisory services through Wealth Relationship and Advisory Process.

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

About the role

Key responsibilities & impact

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)

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
Accident insurance
401k plan
Paid vacation
Paid sick days
Paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial PlanningInvestment ManagementAsset AllocationRetail Credit KnowledgeBanking Products KnowledgeSales ExperienceWealth Advisory ConceptsEstate PlanningRisk ManagementStrategic Credit

Soft Skills

Interpersonal SkillsSales SkillsRelationship Management SkillsWritten CommunicationPresentation Skills

Certifications

NASD Series 66 LicenseSAFE Mortgage Licensing Act ComplianceApplicable State LicensesHealth Licenses