Senior Trust Advisor
3 days ago
Truist is seeking a Senior Trust Advisor to join our team. As a Senior Trust Advisor, you will be responsible for providing expert advice and guidance to high net worth clients on trust and estate planning, investment management, and wealth preservation.
Key Responsibilities:- Provide fiduciary advice and guidance to clients on trust and estate planning, investment management, and wealth preservation.
- Develop and implement customized investment strategies for clients to achieve their financial goals.
- Collaborate with internal teams to provide comprehensive wealth management services to clients.
- Stay up-to-date on industry trends and developments to provide expert advice and guidance to clients.
- 4-year college degree in Accounting, Finance, Business Management, Trust Administration, or Law.
- 10+ years of fiduciary experience, with a focus on business development and relationship management.
- Effective communication skills, both verbal and written, with the ability to convey complex financial information to clients.
- Proven analytical ability and detail orientation with the ability to manage client and firm priorities.
- LL.M in Taxation, Masters of Taxation, CPWA, CIMA.
- Advanced degree or designations such as JD, MBA, or CFP.
- 15+ years of fiduciary experience with a focus on business development and relationship management.
- A competitive salary range of $150,000 to $250,000 depending on experience.
- A comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan.
- A generous vacation and sick leave policy, with 10 days of vacation and 10 sick days per year.
- A defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on the position and division.
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Senior Trust Advisor
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Senior Trust Advisor
3 weeks ago
Baltimore, Maryland, United States Truist Full timeAbout the Role:We are seeking a highly skilled and experienced Senior Trust Advisor to join our team at Truist. As a key member of our wealth management team, you will be responsible for providing expert fiduciary advice and solutions to high net worth clients.Key Responsibilities:Engage with clients to deliver comprehensive wealth management solutions,...
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1 month ago
Baltimore, Maryland, United States GORDON FEINBLATT LLC Full timePosition Overview:We are looking for a Senior Attorney to join our esteemed Trusts and Estates Practice Group. The ideal candidate will have a robust background with at least eight years of experience in managing large and intricate estates, as well as various types of trusts, and drafting comprehensive estate planning documents.Key Responsibilities:Estate...
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1 month ago
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