Wealth Advisor

Welcome to Truist Financial, a company dedicated to helping our clients achieve their financial goals and dreams. We are currently searching for a passionate and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will have the opportunity to build trusted relationships with clients and guide them in making sound financial decisions. We are seeking someone with a deep understanding of wealth management and a strong desire to help others succeed. If you possess exceptional communication skills, a strategic mindset, and a commitment to excellence, we would love to hear from you. Join us in making a positive impact on our clients' financial future and become a valuable member of the Truist family.

1. Develop and maintain strong relationships with clients to understand their financial goals and objectives.
2. Provide personalized financial advice and guidance to clients based on their unique needs and circumstances.
3. Conduct in-depth financial analysis and create comprehensive financial plans for clients.
4. Stay up-to-date on industry trends and changes in regulations to ensure compliance and provide the best possible service to clients.
5. Collaborate with other team members to develop and implement strategies to attract and retain clients.
6. Act as a trusted advisor to clients, providing guidance and support in all areas of wealth management.
7. Utilize effective communication skills to clearly and professionally present financial information to clients.
8. Continuously monitor and evaluate clients’ financial portfolios and make necessary adjustments to ensure they are aligned with their goals.
9. Actively participate in networking events and other business development opportunities to expand the company’s client base.
10. Maintain accurate and detailed records of client interactions and financial plans.
11. Work closely with other departments within the company to ensure a seamless client experience.
12. Uphold the company’s values and represent Truist Financial with professionalism and integrity.
13. Continuously seek opportunities for growth and professional development within the company.
14. Adhere to all company policies, procedures, and ethical standards.

According to JobzMall, the average salary range for a Wealth Advisor in Atlanta, GA, USA is $70,000 - $150,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company or firm the advisor works for. Some high-performing Wealth Advisors may earn significantly more than this range.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.