Medical Wealth Advisor II or III

2 days ago


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

We 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 Responsibilities
  • Develop and implement financial strategies for physicians and medical practices
  • Build and maintain strong relationships with clients to deliver exceptional service and support
  • Partner with other Truist Wealth product specialists to deliver comprehensive financial solutions
  • Acquire new clients through targeted prospecting and referrals
  • Ensure regulatory compliance and maintain required licenses and registrations
Requirements
  • Bachelor's Degree
  • 10+ years of sales, lending, or relationship management experience in the financial services industry
  • 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 ability to work with Credit Advisors
  • Excellent communication and interpersonal skills
Preferred Qualifications
  • MBA
  • Word, Excel, and PowerPoint skills
  • More than 5 years of credit experience
  • Successful experience as a client advisor with proven results
Benefits

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 no less than 10 days of vacation and 10 sick days, along with 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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