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Truist Medical Wealth Advisor I in Atlanta, Georgia

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Medical Wealth Advisor I manages a portfolio of physicians in the Medical Specialty Group while developing and deepening relationships through proactive financial consulting for all clients.

Typically manages a portfolio of 300-500 Medical physicians. Provides integrated delivery of a broad range of Wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services to Specialty clients.

The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Develops overall client strategy to introduce all appropriate financial solutions and Truist specialists to the client to deepen client relationships.

  2. Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client’s financial needs and enhance existing relationships.

  3. Acquires new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists.

  4. Adheres to Truist Wealth client segment definitions by facilitating the migration of clients to the appropriate Wealth Advisor on the team as well as makes referrals of new business opportunities to the appropriate line of business to ensure clients are in the right delivery channel.

  5. Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor’s Degree

  2. Five years of lending or relationship management experience in the financial services industry

  3. FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.

  4. Demonstrates basic to solid investment knowledge and the ability to deliver basic financial planning

  5. Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients

  6. Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.

  7. Basic wealth management knowledge

  8. Excellent and proven oral, written and group presentations skills

Preferred Qualifications:

  1. MBA

  2. Word, Excel and PowerPoint skills

  3. Three years of credit experience

  4. Successful experience as a client advisor with proven results

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. 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. For more details on Truist’s generous benefit plans, please visit our Benefits site (

. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and 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. Truist is a Drug Free Workplace.

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