Senior Wealth Advisor

2 weeks ago

Washington DC USA, United States Truist Inc Full time
Job Title: Legal Wealth Advisor III

Truist Inc is seeking a highly skilled Legal Wealth Advisor III to join our team. As a key member of our Legal Specialty Group, you will be responsible for originating and managing a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms.

Key Responsibilities:
  • Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management.
  • Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
  • Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
  • Act as face of private practice within LSG firm relationship teams for assigned firms.
  • May act as Market Leader for a respective geography at the discretion and direction of the Head of LSG.
  • Identify and right channel opportunities for clients and prospects-deliver the comprehensive resources of the bank.
  • Coordinate and lead the WRAP process for advice delivery-lead relationship strategy sessions as appropriate with relationship teams and deliver Legal Specialty Group value proposition.
  • Document all client interactions via CRM system.
  • Establish and maintain consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, Pro Bono foundations, etc.).
  • Participate in campaigns or volunteer at committee or board level within legal-focused non-profits within local market.
  • Support LSG teammates through collaborative relationship strategies and teamwork.
  • Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
  • Fosters continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
  • Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices.
  • Mentors and supports junior wealth advisors and associates.
Qualifications:
  • Bachelor's Degree
  • 8 years or more of private banking experience in wealth-focused roles
  • Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration
  • Extensive knowledge of banking products and services, corporate banking & private banking arenas
  • Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
  • Proven success in the acquisition of new high net worth & ultra-high net worth client relationships
  • Demonstrated experience and success in meeting and exceeding sales goals, identifying and delivering on client needs
  • Extensive understanding of wealth management and financial planning considerations for high net worth and ultra-high net worth individuals and wealthy families
  • Superior consultative and client management skills with the ability to sell a wide range of products and services
  • Excellent oral, written, presentation and client service skills
  • Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams
  • Robust understanding of the legal profession
  • Niche expertise in serving the specific needs of one or more practice areas within the legal community
  • Strong knowledge of Microsoft Office Products
Preferred Qualifications:
  • CFP, CTFA, CDFA or similar designation
  • MBA or other advanced post-graduate degree

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 (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

Truist is an Equal Opportunity Employer that 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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