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Regular or Temporary:

Language Fluency: English (Required)

Work Shift:

Please review the following job description:

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.

1. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with 1MM of investments at Truist.

a. Develop and deliver video (primary) and in person presentations to small and large groups alike in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners.

b. Leverage business knowledge and the Trusted Wealth Relationship and

Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients.

FAs and clients set and prioritize goals and develop customized solutions set a progress timeline to implement multiple strategies and/or solutions and ensure follow up.

d. Work with FAs clients and potential clients to coordinate information gathering development and delivery of financial addition liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan.

e. Monitor maintain and update sales activity pipeline and other pertinent information using the banks client relationship management (CRM) system.

f. Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships

g. Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals.

h. Ensure Credit and Banking Solutions are delivered and serviced with a perfect client experience

2. Build strong relationship with Complex and Team Directors in assigned Truist region in addition to all PCG FAs within region.

a. Develop and execute training for FAs on value and referral process

b. Create on-going two-way feedback loops with Complex Directors and PSG FAs

Work within the existing audit compliance and regulatory framework to ensure a high quality compliant book of business.

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.

• Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives.
• Proven track record of consultative communication and relationship building skills leading to client service fulfillment and delight in previous roles
• Highly motivated and self-starter dedicated enthusiastic driven and performance-oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations
• Must have excellent verbal written and phone communication skills and demonstrated leadership ability
• Ability to handle ambiguity and promptly capable to adapt to changing environment
• Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict
• Demonstrated ability to engage and foster effective revenue generating IRM partnerships
• Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally.
• Stay abreast of changing economic legal financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients their attorneys and CPAs.
• 4-year degree 10-15 years of demonstrated leadership ability 8-10 years of direct sales experience in Financial Services or 10-15 years of sales experience in a related industry
• FINRA licensing: 7 63 and insurance life and health.
• Must be able to partner well internally

Preferred Qualifications:

• CFP CFA Masters Degree

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 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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.

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