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Truist Medical Wealth Advisor II in Richmond, Virginia

Req ID: R0060463

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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:

Manage a portfolio of physicians in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients.

Typically manages a portfolio of Medical physicians with total loans and deposits of more than $45MM. Produces ≥$3MM in revenue and more than 50% in Deposits OR ≥$1.5MM and <$3MM in revenue and less than 50% in Deposits.

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.

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

  • 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

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

  • Adheres to Truist Wealth client segment definitions by facilitating the migration of clients to the appropriate Client 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

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

QUALIFICATIONS

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.

  • Bachelor’s Degree

  • 7 or more years of lending or relationship management experience in the financial services industry

  • 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

  • Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software

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

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

  • Basic wealth management knowledge

  • Excellent and proven oral, written and group presentations skills

Preferred Qualifications:

  • MBA

  • Word, Excel and PowerPoint skills

  • More than 5 years of credit experience

  • Successful experience as a client advisor with proven results

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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