Current jobs related to Wealth Investment Support Specialist - Tampa, Florida - Truist Inc

  • Private Wealth Associate

    1 month ago

    Tampa, Florida, United States AllianceBernstein Holding L.P. Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that provides personalized advice to high-net-worth and ultra-high-net-worth clients. Our team is dedicated to delivering exceptional client service and building long-term relationships.Key ResponsibilitiesCollaborate with senior professionals to fuel career success...

  • Wealth Planning Specialist

    4 weeks ago

    Tampa, Florida, United States Sequoia Financial Group Full time

    Job Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Sequoia Financial Group. As a key member of our team, you will play a critical role in providing exceptional financial and investment planning services to our clients.Key Responsibilities:Collaborate with Managing Advisors and other service team...

  • Wealth Management Advisor II

    7 days ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job Summary:Fifth Third Bank is seeking a highly skilled Wealth Management Advisor II to join our team. As a key member of our Private Bank, you will be responsible for providing exceptional client service and building strong relationships with our high net worth clients.Key Responsibilities:Develop and implement personalized wealth management plans for...

  • Wealth Management Advisor II

    2 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job Title: Wealth Management Advisor IIWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.Key...

  • Wealth Management Advisor II

    3 weeks ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job Title: Wealth Management Advisor IIWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored wealth management solutions to our high net worth clients.Key...

  • Wealth Management Advisor II

    4 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job Title: Wealth Management Advisor IIAt Fifth Third Bank, we're committed to helping our clients achieve their financial goals. As a Wealth Management Advisor II, you'll play a critical role in delivering exceptional client service and building long-term relationships with our high net worth clients.Key Responsibilities:Develop and implement comprehensive...

  • Medical Wealth Advisor II or III

    2 weeks ago

    Tampa, Florida, United States Truist Inc Full time

    Job Title: Medical Wealth Advisor II or IIIJoin Truist Inc as a Medical Wealth Advisor II or III and take on a challenging role in managing a portfolio of physicians in the Medical Specialty Group.Key Responsibilities:Develop and deepen relationships with clients through proactive financial consulting.Manage a portfolio of medical physicians with total...

  • Wealth Management Advisor

    2 weeks ago

    Tampa, Florida, United States Equitable Advisors Full time

    A Culture of Growth with Equitable AdvisorsAre you a successful wealth management advisor looking to take your practice to the next level? At Equitable Advisors, we offer a supportive environment that allows you to grow your business and achieve your goals.We provide you with the tools, products, and platform to deliver an outstanding client experience. Our...

  • Wealth Management Specialist

    1 month ago

    Tampa, Florida, United States Equitable Advisors Full time

    Unlock Your Potential with Equitable AdvisorsA culture of growth with a firm that supports your success.You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you discover what greater fulfillment you can find — for your clients...

  • Financial Wealth Manager

    4 weeks ago

    Tampa, Florida, United States New York Life - Tampa Full time

    Job Title: Financial Wealth ManagerWe are seeking a highly skilled and experienced Financial Wealth Manager to join our team at New York Life - Tampa. As a Financial Wealth Manager, you will be responsible for analyzing clients' financial situations, creating tailored strategies, and developing personalized investment portfolios.Key Responsibilities:Analyze...

  • Senior Portfolio Strategist

    2 weeks ago

    Tampa, Florida, United States Coastal Wealth Full time

    Portfolio Manager RoleAs a Portfolio Manager at Coastal Wealth, you will be responsible for constructing and managing model investment portfolios, overseeing trading activities, and maintaining efficient portfolio operations.The role involves continuous portfolio monitoring, rebalancing, and conducting detailed research and analytics to ensure performance...

  • Senior Wealth Advisor

    2 weeks ago

    Tampa, Florida, United States Westport One Full time

    We are seeking a seasoned Wealth Management Professional to join our team at Westport One. As a Senior Wealth Advisor, you will be responsible for business development in the Tampa market, leveraging your network and the company's resources to pursue prospects and identify future clients. Our ideal candidate has an established COI network in the Tampa market...

  • Wealth Management Professional

    4 hours ago

    Tampa, Florida, United States Amerantbank Full time

    Job SummaryAmerantbank is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for developing and managing relationships with high net worth individuals and families, providing comprehensive wealth management advice and solutions to meet their financial goals and...

  • Wealth Management Advisor II Position

    7 days ago

    Tampa, Florida, United States Fifth Third Bancorp Full time

    Job DescriptionJob Title: Wealth Management Advisor IICompany: Fifth Third BancorpLocation: Tampa, FloridaJob Summary:We are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bancorp. As a Wealth Management Advisor II, you will be responsible for providing exceptional client service and advice to high net...

  • Financial Wealth Manager

    2 weeks ago

    Tampa, Florida, United States New York Life - Tampa Full time

    Job Title: Financial Wealth ManagerWe are seeking a highly skilled and motivated Financial Wealth Manager to join our team at New York Life - Tampa. As a Financial Wealth Manager, you will be responsible for analyzing clients' financial situations, creating tailored strategies, and developing personalized investment portfolios.Key Responsibilities:Analyze...

  • Private Wealth Client Associate

    3 weeks ago

    Tampa, Florida, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We are seeking a highly skilled and motivated Private Wealth Client...

  • Wealth Management Advisor II

    2 weeks ago

    Tampa, Florida, United States Fifth Third Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients...

  • Wealth Management Advisor: Tampa, FL

    3 weeks ago

    Tampa, Florida, United States U.S. Bank Full time

    Unlock Your Potential as a Wealth Management AdvisorAt U.S. Bank, we're committed to helping our customers and communities thrive. As a Wealth Management Advisor, you'll play a vital role in delivering exceptional financial guidance and support to our affluent clients.Key Responsibilities:Meet with clients to understand their financial goals and...

  • Senior Wealth Advisor

    7 days ago

    Tampa, Florida, United States Westport One Full time

    Senior Wealth AdvisorOur client, Westport One, is seeking a seasoned professional to focus on business development in the Tampa market. The ideal candidate will leverage their internal and external network, as well as the company's resources, to pursue prospects and identify future clients among the mass affluent, high net worth, and ultra-high net worth...

  • Senior Financial Advisor

    2 weeks ago

    Tampa, Florida, United States Trajan Wealth LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm, is seeking a seasoned Financial Advisor to join our team in the Tampa area. With over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), we offer a rare and prestigious opportunity for a motivated...

Wealth Investment Support Specialist

2 months ago

Tampa, Florida, United States Truist Inc Full time
Job Summary

We are seeking a highly skilled and detail-oriented Wealth Investment Support Specialist to join our team at Truist Inc. As a key front-office point of contact, you will provide essential fiduciary support in the daily investment portfolio administration for our affluent clients.

Key Responsibilities
  • Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, and other routine transactions.
  • Enter and maintain accurate client records, monitor client transactions, and maintain documentation of client transactions.
  • Utilize various trust and investment systems to affect transactions, monitor accounts, create reports, and prepare client presentations.
  • Respond to client requests for information and assistance within the appropriate level of authority.
  • Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials.
  • Assist advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
  • Continually provide responsive and personal service to our Wealth Clients.
  • Participate in onboarding new teammates and training, and assist with special projects for the Fiduciary Group Support Leader.
Requirements
  • Entry-level to 6 years of experience in investment support, trust, banking, or financial planning-related client service experience, or equivalent outside experience.
  • Knowledge of deposits, loan, banking products, and operating systems unique to the line of business, including trust and estate.
  • General knowledge of investment products (stocks, bonds, options, derivatives).
  • Strong problem-solving skills.
  • Excellent interpersonal and relationship management skills.
  • Excellent oral and written communication skills.
  • Exemplary customer service and professional etiquette skills.
Preferred Qualifications
  • Undergraduate degree or Trust School graduate.
  • Certified Financial Trust Advisor (CFTA) or Chartered Financial Analyst (CFA).
Benefits

Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive a minimum of 10 days of vacation and 10 sick days, 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.