Trust Advisor II Job Fort Lauderdale area,Florida USA,Finance & Banking

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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

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

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 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 from time to time by our Risk Management and Governance teams. Works independently to address issues and concerns escalation when necessary.

Identify and develop a book of business with primary focus in the $10mm - $25mm threshold.

QUALIFICATIONS

Required Qualifications :

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 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.

Preferred Qualifications :

JD MBA CPA CFP
10 years of fiduciary experience with a focus on business development and relationship management

Benefits

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation :
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 offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k 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 Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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.

Equal

Employment Opportunity

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

Required Experience

Unclear Seniority

Employment Type

Full-Time

Experience

years

Vacancy

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