Overview

Company
NAACPJobFinder
Location
Charlottesville, Virginia, United States
NAACPJobFinder

Finance & Banking • Charlottesville, Virginia, United States

Senior Wealth Advisor for UHNW Clients

Charlottesville, Virginia, United StatesPosted 12 hours ago
Finance & Banking

About the Role

Truist Financial Corporation is seeking a seasoned Wealth Advisor to manage and deepen relationships with high net worth clients. You will provide needs-based advice and deliver Truist Wealth solutions, leveraging a network to grow client base and assets.

The role requires expert credit knowledge and collaboration with product specialists to offer integrated wealth products and services. Compliance and team-driven delivery are emphasized.

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What You'll Do

Truist Financial Corporation is seeking a seasoned Wealth Advisor to manage and deepen relationships with high net worth clients.
You will provide needs-based advice and deliver Truist Wealth solutions, leveraging a network to grow client base and assets.
The role requires expert credit knowledge and collaboration with product specialists to offer integrated wealth products and services.
Compliance and team-driven delivery are emphasized.

Skills & Technologies

Finance & Banking