Truist Region Trust Advisor in Sarasota, Florida
Req ID: R0024698
Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.Need Help?
Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibilityor by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.
Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)
Please review the following job description:
Responsible for the fiduciary management of the client relationship within Private Wealth Management and is charged with retaining and growing the assets under management, providing financial solutions and mitigating the risk associated with fiduciary relationships.
POSITION CAN BE BASED IN OUR NAPLES, FL OR SARASOTA, FL OFFICE. Expectations are that the client relationship will be expanded in terms of revenue and assets under management, that actions will be taken to strengthen client retention and that referrals will be made to other lines of business. Will bring in new clients through their networking with centers of influence and opportunities provided through community involvement. Is always in conformance with Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Sarbanes Oxley/Anti-money Laundering). Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Is an active member of the Relationship Management team. Reports to a Fiduciary Services Manager or Team Leader. The main difference between this position and those in the Wealth Management Advisory Centers is the level of complexity of the accounts assigned. Generally, the accounts in the field are the more complex relationships which demand a higher level of experience and frequent face to face customer interaction either as a member of the Relationship Management Team, or in the day to day course of delivering service to meet the clients needs. 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. Minimum Requirements: Superior foundation in trust/estate administration or related field typically obtained through 15+ years of fiduciary experience. Technical knowledge and communication skills to advise clients and prospects on fiduciary needs and opportunities. Understands and is conversant with all facets of Trust and Estate administration, document interpretation, and thoroughly familiar with the legal framework within which Trust and Estate accounts reside. Comfortable and adept at working with complex and sophisticated tax and estate planning strategies with clients and their other advisors who may be demanding at times, indecisive at other times, etc. Effective in face to face meetings and networking opportunities with High Net Worth families, individuals and COIs including other professional financial advisors including attorneys, accountants and financial planners as well as speaking to client groups, professional groups, etc. regarding a variety of technical estate planning and taxation-related topics. Adept at communicating in an easily understood manner. Bachelor degree in math, business, finance or related field. Preferred Requirements: Working towards or possesses an advanced degree or certification (e.g. JD, MBA, CPA, CTFA or CFP). 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.
© 2017 SunTrust Banks, Inc. All rights reserved.
SunTrust is federally registered service marks of SunTrust Banks, Inc.