Medical Wealth Advisor II or III
1 week ago
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.
- 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
- MBA
- Word, Excel, and PowerPoint skills
- More than 5 years of credit experience
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.
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