Senior Trust Advisor

3 days ago


Baltimore, Maryland, United States Truist Full time
Job Title: Senior Trust Advisor

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.
Requirements:
  • 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.
Preferred Qualifications:
  • 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.
What We Offer:
  • 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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