Medical Wealth Advisor II or III

1 week ago


King of Prussia, Pennsylvania, United States Truist Full time
Job Summary

We are seeking a highly skilled Medical Wealth Advisor II or III to join our team at Truist. As a key member of our Medical Specialty Group, you will be responsible for managing a portfolio of physicians and developing deep relationships through proactive financial consulting.

Key Responsibilities
  • Develop and implement comprehensive financial strategies for clients, including investment and wealth management solutions.
  • Partner with other Truist Wealth product specialists to deliver tailored solutions to clients' financial needs.
  • Acquire new clients through targeted prospecting and strong relationships with clients, referral sources, and Centers of Influence.
  • Adhere to Truist Wealth client segment definitions and facilitate the migration of clients to the appropriate Client Advisor on the team.
  • Satisfy regulatory requirements for holding the position, including those related to the Loan Originator Compensation rule of the Truth in Lending Act.
Requirements
  • Bachelor's Degree
  • 10 or more years of sales, lending, or relationship management experience in the financial services industry
  • FINRA licenses, including Series 7, Series 66, Life, Health, and Variable insurance licenses
  • Excellent investment knowledge and ability to discuss tax and financial planning issues with clients
  • Strong credit knowledge and ability to work with Credit Advisors to deliver standard bank products
  • Strong consultative and client management skills, with the ability to sell a wide range of products and services
Preferred Qualifications
  • MBA
  • Word, Excel, and PowerPoint skills
  • More than 5 years of credit experience
Benefits

As a teammate at Truist, you will be eligible for a range of benefits, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. You will also receive paid time off, including vacation and sick leave, as well as paid holidays.

Truist is an Equal Opportunity Employer and does not discriminate against individuals 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.



  • King of Prussia, Pennsylvania, United States Northwestern Mutual Full time

    Unlock Your Potential as a Wealth Management AdvisorAt Northwestern Mutual, we're committed to helping individuals and families achieve their financial goals. As a Wealth Management Advisor, you'll play a critical role in delivering expert advice and guidance to our clients, helping them navigate the complexities of financial planning and investment...

  • Financial Advisor

    2 weeks ago


    King of Prussia, Pennsylvania, United States gpac Full time

    Unlock Your Financial PotentialAre you passionate about empowering individuals and families to achieve their financial goals? We're seeking a skilled Financial Advisor to join our team at GPAC, a leading search firm specializing in placing quality professionals across the United States.Key Responsibilities:Develop and maintain strong relationships with...


  • King of Prussia, Pennsylvania, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Senior Client Services Associate to join our team at Jobot. As a key member of our financial services firm, you will be responsible for managing client relationships, providing exceptional service, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...


  • King of Prussia, Pennsylvania, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Senior Client Services Associate to join our team at Jobot. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients, managing client relationships, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...


  • King of Prussia, Pennsylvania, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Senior Client Services Associate to join our team at Jobot. As a key member of our financial services firm, you will be responsible for managing client relationships, providing exceptional service, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...


  • King of Prussia, Pennsylvania, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Services Associate to join our team at Jobot. As a key member of our financial services firm, you will be responsible for managing client relationships, providing exceptional service, and supporting our financial advisors in delivering comprehensive wealth management solutions.Key...


  • King of Prussia, Pennsylvania, United States Citizens Financial Group, Inc. Full time

    Job SummaryCitizens Financial Group, Inc. is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key...


  • King of Prussia, Pennsylvania, United States Northwestern Mutual Full time

    About Northwestern MutualAt Northwestern Mutual, we believe in building strong relationships based on trust. Our company has been helping people secure their financial futures for over 160 years. We're committed to doing what's right for our clients, and we're looking for talented individuals to join our team.Internship OpportunityAs a Financial Advisor...


  • King of Prussia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on providing exceptional client service, identifying and pursuing new business...


  • King of Prussia, Pennsylvania, United States The Children's Hospital of Philadelphia Full time

    Behavioral Health Clinician IIAt The Children's Hospital of Philadelphia, we are committed to providing exceptional care to our patients and families. As a Behavioral Health Clinician II, you will play a critical role in supporting the mental health needs of our patients.Key Responsibilities:Provide comprehensive and holistic support to patients with...


  • King of Prussia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing tailored financial...


  • King of Prussia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients. Your primary focus will be on delivering exceptional client experiences, providing tailored financial solutions,...


  • King of Prussia, Pennsylvania, United States Nevro Full time

    About NevroNevro is a leading global medical device company headquartered in Redwood City, California. Our mission is to deliver comprehensive, life-changing solutions that set the standard for enduring patient outcomes in chronic pain treatment.Job SummaryThe Principal Quality Engineer will be responsible for managing Quality System activities, including...


  • King of Prussia, Pennsylvania, United States Herbert Rowland & Grubic Full time

    Job SummaryHerbert Rowland & Grubic is seeking a highly motivated and experienced Survey Technician II to join our team. As a Survey Technician II, you will play a crucial role in supporting our survey team in Harrisburg, State College, and Pittsburgh, and will be responsible for collecting project documents, reviewing property records, and developing...


  • King of Prussia, Pennsylvania, United States Lockheed Martin Corporation Full time

    Unlock Your Potential in ManufacturingAt Lockheed Martin Corporation, we're pushing the boundaries of innovation and excellence in the aerospace industry. As a Manufacturing Support Team Member II, you'll play a critical role in driving our mission forward.Key Responsibilities:Manage multiple program production schedules for Valley Forge, ensuring seamless...

  • Sales Account Manager

    2 months ago


    King of Prussia, Pennsylvania, United States Kforce Inc Full time

    About Kforce Inc:Kforce Inc is dedicated to fostering a culture that empowers our team members through flexibility, trust, and advanced technology. Our hybrid work model allows for a balance between in-office collaboration and remote work, enabling our employees to excel while crafting their ideal work-life balance.Training and Development:We prioritize your...


  • King of Prussia, Pennsylvania, United States The Stratagem Group Full time

    Job Title: Systems EngineerWe are seeking a highly skilled Systems Engineer to join our team at The Stratagem Group. As a Systems Engineer, you will play a critical role in designing, developing, and implementing complex software applications for our customers.Responsibilities:Provide technical direction and requirement transparency across development...


  • King of Prussia, Pennsylvania, United States ARKA Group Full time

    Position OverviewThis role is for a highly skilled Systems Engineer to join our team at ARKA Group L.P.We are seeking a talented individual with a strong background in system architecture, design, and integration to work closely with our distributed engineering team.The successful candidate will be responsible for providing technical direction and...


  • King of Prussia, Pennsylvania, United States Stratagem Full time

    Stratagem Systems EngineerStratagem is now part of ARKA Find, a leading provider of advanced technologies to the U.S. military, intelligence community, and commercial space industry. As a Systems Engineer at ARKA, you will be part of a talented team delivering next-generation solutions to support the national security space domain.Position OverviewThis...


  • King of Prussia, Pennsylvania, United States The Stratagem Group Full time

    Job Title: Systems EngineerWe are seeking a highly skilled Systems Engineer to join our team. As a Systems Engineer, you will be responsible for designing, developing, and implementing complex systems and software applications.Responsibilities:Provide technical direction and requirement transparency across development teamsPerform requirements management,...