Trust Advisor II
3 weeks ago
Job TitleProvide 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.Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.Understand and provide interpretation as related to complex fiduciary documents and strategiesConduct 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 to address issues and concerns, escalation when necessary.Identify and develop a book of business with primary focus in the $10mm - $25MM thresholdQualificationsThe 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 Law7 + years of fiduciary experience, with a focus on business development and relationship managementEffective 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 prioritiesStrong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.Preferred Qualifications:JD, MBA, CPA, CFP10+ years of fiduciary experience with a focus on business development and relationship managementBenefitsAll 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. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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Trust Advisor II
3 weeks ago
Atlanta, United States Georgia Staffing Full timeJob TitleProvide 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 ResponsibilitiesEngage with the Wealth Advisor and...
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Trust Administration Advisor
2 days ago
Atlanta, United States Atlanta Staffing Full timeTruist Wealth Trust Account ManagerDirectly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.Essential duties and...
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VP, Wealth Advisor- Trust
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