Truist Trust Advisor II in Miami, Florida
Req ID: R0045411
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.
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.
Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate.
Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.
Understand and provide interpretation as related to fiduciary documents and strategies
Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently on all but the most complicated matters, assists teammates and partners when necessary.
Identify and develop a book of business with the primary focus for relationships with AUM in the $5mm - $25MM threshold
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.
Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
4 + years of fiduciary experience, with a focus on business development and relationship management
Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
Proven analytical ability and detail orientation with ability to manage client and firm priorities
Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
JD, MBA, CPA, CFP, CTFA
6+ years of fiduciary experience with a focus on business development and relationship management
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.
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