Truist Senior Wealth Advisor in Miami, Florida
Req ID: R0030780
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Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
Summary: Manage a portfolio of approximately 50-60 clients who are primarily Reserve, defined as clients with total investable assets > $5MM, total net worth > $15MM or individual annual client revenue of $50k or greater. Target clients should have a minimum of $5M of AUM on us and the advisor’s total portfolio revenue should generate a minimum of $3M of recurring revenue from investment assets under management. Total book revenue should be >$5MM in revenue. Proactively provides comprehensive wealth management advice and solutions including, but not limited to, strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and credit and risk management. Also able to articulate tactical adjustments for client investment portfolios. Builds multi-generational relationships with client famiilies, providing estate and financial planning advice, next-generation education, legacy planning as well as advising on philanthropic and charitable goals of family. Acquires a significant percentage of new business from outside the The Company franchise by having a well established reputation as a top advisor in market, by being very active in the community and by ability to comfortably prospect in target market. Develops strong, mutually beneficial relationships with referral sources and centers of influence. Is very skilled at generating referrals from existing clients. Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam when applicable, Life, Health, and Variable insurance licenses. Required to have CFP designation (or some other equivalent designation ie CPA, JD, CFA). 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. (For registered advisors only): Is registered and maintains active, The Company sponsored registration in the Nationwide Mortgage Licensing System and Registry (NMLSR) and has been assigned a unique identifier number in compliance with the federal S.A.F.E. Act requirements. Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace. Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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