fort worth, TX30+ days ago
Advanced and proven working knowledge of 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 checkPreferred Qualifications: CFP preferred or CTFA, CFA, CPA, JD or 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. Team and peer group role model for other Wealth Advisors and Wealth Associates Continuously act as a culture champion that is aligned with Truist''s Purpose, Mission and Values 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.