Trust Advisor

Trust Advisor

03 Jul 2022
Florida, Orlando, 32801 Orlando USA

Trust Advisor

Req ID: R0063497The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email toAccessibilityor call 877-891-2510 (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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.Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. Partner with existing Trust Advisors to deliver Fiduciary and Planning solutions in the High Net Worth segment.

Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.

Understand and provide interpretation as related to fiduciary documents and strategies

Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.

Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.

Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently on all but the most complicated matters, assists teammates and partners when necessary.

Identify and develop a book of business with the primary focus for relationships with AUM greater than $5mm threshold

QUALIFICATIONSRequired 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.Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law

3 + years of fiduciary experience, with a focus on business development and relationship management

Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.

Proven analytical ability and detail orientation with ability to manage client and firm priorities

Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.

Preferred Qualifications:JD, MBA, CPA, CFP, CTFA

5+ years of fiduciary experience with a focus on business development and relationship management

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify© 2017 SunTrust Banks, Inc. All rights reserved.SunTrust is federally registered service marks of SunTrust Banks, Inc.

Related jobs

Job Details

Jocancy Online Job Portal by jobSearchi.