Senior Wealth Advisor for High Net Worth Clients
truistHouston (TX)
Senior Wealth Advisor for High Net Worth Clients
Posted 3 days ago
truistHouston (TX)
SENIORITY
Senior
About the role
Truist Wealth seeks a Wealth Advisor in Houston to serve as the primary relationship advisor for high net worth clients. You will deepen relationships through needs-based service and the delivery of the full Truist Wealth suite.
You will collaborate with specialists across investments, trust, mortgage, insurance and planning to provide integrated solutions, while leveraging internal and external networks to grow client bases.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.