Truist Wealth and Estate Planning Strategist in Washington, District Of Columbia
Req ID: R0028247
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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:
POSITION MAY BE LOCATED IN WASHINGTON D.C., FAIRFAX, VA OR BETHESDA, MD WEALTH OFFICE. Responsible for utilizing complex financial planning and estate planning techniques to drive new business revenue and enhance retention within the regional field teams. Leverages and sources internal and external resources and centers of influence to acquire new clients. Presents compelling value proposition for Truist, financial and estate planning and the Private Wealth Management process. Complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Directly measured against the ability to attract, retain, and drive new and retention business through partnership with the wealth and field teams. Exhibits and expands upon the core competencies of the financial planner job family. Maintains proper licenses including Series 7, Series 66, and the Securities Industry Essentials (SIE) Exam when applicable. Teammates will have 6 months (180 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. Partners with internal and external influencers to attract and retain clients. Resident expert, media, internal and external presentations, content creation and delivery around ultra-high net worth and complex wealth and estate issues leading directly to client action. Requires a significant amount of decision making authority, working independently with partners Involved in the account strategy within the existing corporate policy and procedure guidelines. Involved in the creation, implementation and administration of the entities and structures proposed or operated. Basic Requirements: - A Bachelor’s Degree along with advanced degrees or licensed/certification required (e.g., JD, MBA, CPA, CTFA, or CFP). - Knowledgeable in all facets of fiduciary administration, tax and legal concepts related to complex wealth transfer strategies. - Fiduciary, legal/ tax experience; technologically proficient - Advisor has a highly technical and specialized foundation in fiduciary trusts and estate administration, in addition to experience with complicated estate planning design and discipline - 10-15 years or equivalent in affiliated financial/ wealth field - 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. Preferred Requirements: - JD; MBA; MSM; CPA; CTFA or CFP - Corporate fiduciary experience or legal practice in probate or trust administration - 15 years or greater in above mention fiduciary, financial field. 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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