Trust Advisor II

Overview

Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participate as part of the broader client-facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.

• Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions that meet client or prospect goals and objectives. Utilize other specialists where appropriate.
• Provide financial planning guidance in estate planning, estate administration, charitable, philanthropic, and risk solutions.
• Understand and interpret complex 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 by the Risk Management and Governance teams. Work independently to address issues and concerns, escalating when necessary.
• Identify and develop a book of business with primary focus in the $10mm - $25MM threshold.

• Four-year college degree in Accounting, Finance, Business Management, Trust Administration or Law.
• 7+ years of fiduciary experience with a focus on business development and relationship management.
• Effective communication skills, both verbal and written, 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.
• 10+ years of fiduciary experience with a focus on business development and relationship management.

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E-Verify IER Right to Work.