Medical Wealth Advisor II or III
3 days ago
We are seeking a highly skilled Medical Wealth Advisor II or III to join our team at Truist Inc. 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 overall client strategy to introduce financial solutions and specialists to clients
- Partner with other product specialists to deliver solutions to clients' financial needs
- Acquire new clients through targeted prospecting and strong relationships
- Adhere to client segment definitions and make referrals to ensure clients are in the right delivery channel
- Satisfy regulatory requirements for holding the position
- 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
- Strong credit knowledge and consultative and client management skills
- Excellent oral, written, and group presentation skills
- MBA
- Word, Excel, and PowerPoint skills
- More than 5 years of credit experience
- Successful experience as a client advisor with proven results
Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive paid time off, sick leave, and holidays.
Truist is an Equal Opportunity Employer and a Drug Free Workplace. We support a diverse workforce and are committed to providing a work environment that is free from discrimination and harassment.
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Medical Wealth Advisor II or III
2 weeks ago
King of Prussia, Pennsylvania, United States Truist Full timeJob SummaryWe 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 ResponsibilitiesDevelop and implement comprehensive financial...
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Medical Wealth Advisor II or III
2 days ago
King of Prussia, Pennsylvania, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled Medical Wealth Advisor II or III to join our team at Truist Inc. This is a unique opportunity to work with physicians and medical practices, providing financial advice and solutions to help them achieve their goals.Key ResponsibilitiesDevelop and implement financial strategies for physicians and medical...
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