Wealth Advisor II
Company: Truist Bank
Location: Pensacola
Posted on: April 1, 2026
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Job Description:
The position is described below. If you want to apply, click the
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accommodation. Send an email to Accessibility (accommodation
requests only; other inquiries won't receive a response). Regular
or Temporary: Regular Language Fluency: English (Required) Work
Shift: 1st shift (United States of America) Please review the
following job description: Serve as primary relationship advisor
for high net worth wealth clients. Responsible for developing and
deepening client relationships through needs-based, high-level
client service and through delivery of the full suite of Truist
Wealth solutions. Leverage the Truist referral network to generate
client acquisition, and exercise an emerging ability to network
externally to provide comprehensive wealth management advice and
solutions. 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 to high net worth
individuals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a
summary of the essential functions for this job. Other duties may
be performed, both major and minor, which are not mentioned below.
Specific activities may change from time to time. * 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 * 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. * Continuously act as a
culture champion that is aligned with Truist's Purpose, Mission and
Values * Proactively 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 QUALIFICATIONS
Required Qualifications: The requirements listed below are
representative of the knowledge, skill and/or ability required.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. * 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 * 5 or
more years of sales and client management experience in Wealth
Management and a demonstrated ability to manage a portfolio of
affluent and high net worth clients * Successful track record using
interpersonal, sales, presentation and relationship management
skills previously demonstrated in the affluent marketplace * Solid
and reputable credit knowledge * Advanced knowledge of current
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 Preferred
Qualifications: * Bachelor's Degree in Business, Finance or
Economics * 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) General Description of
Available Benefits for Eligible Employees of Truist Financial
Corporation: All regular teammates (not temporary or contingent
workers) working 20 hours or more per week are eligible for
benefits, though eligibility for specific benefits may be
determined by the division of Truist offering the position. Truist
offers medical, dental, vision, life insurance, disability,
accidental death and dismemberment, tax-preferred savings accounts,
and a 401k plan to teammates. Teammates also receive no less than
10 days of vacation (prorated based on date of hire and by
full-time or part-time status) during their first year of
employment, along with 10 sick days (also prorated), and paid
holidays. For more details on Truist’s generous benefit plans,
please visit our Benefits site . Depending on the position and
division, this job may also be eligible for Truist’s defined
benefit pension plan, restricted stock units, and/or a deferred
compensation plan. As you advance through the hiring process, you
will also learn more about the specific benefits available for any
non-temporary position for which you apply, based on full-time or
part-time status, position, and division of work. Truist is an
Equal Opportunity Employer that does not discriminate on the basis
of race, gender, color, religion, citizenship or national origin,
age, sexual orientation, gender identity, disability, veteran
status, or other classification protected by law. Truist is a Drug
Free Workplace. EEO is the Law E-Verify IER Right to Work
Keywords: Truist Bank, Mobile , Wealth Advisor II, Accounting, Auditing , Pensacola, Alabama
