Senior Advisor, Business Owner Succession & Wealth

Truist; Florida; Sur place; USD 200 000 - 250 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Sick days

Holidays

Résumé du poste

Truist Wealth’s Center for Family Legacy seeks a seasoned advisor to help ultra-high-net-worth business owners navigate ownership transitions and liquidity planning. You will collaborate with Wealth Advisors and specialists to deliver integrated solutions across Wealth, Trust, Investments, Credit, and Tax, guiding clients through strategic alternatives including ESOPs and buyouts.

The role emphasizes educating clients and teammates, developing long-term relationships, and driving revenue

Qualifications

• Bachelor's degree or equivalent education and related training.
• Juris Doctor (JD).
• Ten or more years of experience in estate planning, wealth transfer planning, tax planning, business succession planning, or related advisory disciplines.
• Demonstrated experience advising business owners, entrepreneurs, and ultra-high-net-worth individuals and multigenerational families, particularly around ownership transition alternatives.
• Strong knowledge of business succession planning, ownership transitions, liquidity events, estate planning, wealth transfer strategies, and related tax considerations.
• Excellent relationship management, communication, presentation, and business development skills.

Responsabilités

• Serve as a dedicated advisor to ultra-high-net-worth business owners and families evaluating business succession, ownership transition, and liquidity planning opportunities.
• Help business owners identify and prioritize personal, family, financial, business, and legacy objectives that influence ownership and transition decisions.
• Advise clients on strategic alternatives, including family succession, third-party sales, ESOPs, recapitalizations, and other transition strategies.
• Leverage expertise in estate planning, wealth transfer planning, tax planning, and business succession to help clients evaluate opportunities and tradeoffs.
• Partner with Wealth Advisors and specialists across Wealth, Trust, Investments, Credit, Estate Planning, Tax, Philanthropy, Family Governance, Commercial Banking, and Investment Banking to develop integrated recommendations and solutions.
• Coordinate with clients' external advisors, including attorneys, accountants, valuation professionals, consultants, and other professional advisors, as appropriate.
• Execute Truist's One Team approach by fostering collaboration across Wealth and other lines of business to deliver a coordinated client experience.
• Support acquisition and deepening of ultra-high-net-worth client relationships through specialized expertise, education, and business development activities.
• Educate clients, prospects, and teammates regarding business succession, transition readiness, and the intersection of business planning, wealth planning, tax planning, estate planning, philanthropy, and family legacy planning.

Connaissances

Relationship management

Business development

Communication

Cross-disciplinary collaboration

Public speaking

Formation

Bachelor's degree

Juris Doctor (JD)

LL.M. in Taxation

Description du poste

Truist Wealth’s Center for Family Legacy seeks a seasoned advisor to help ultra-high-net-worth business owners navigate ownership transitions and liquidity planning. You will collaborate with Wealth Advisors and specialists to deliver integrated solutions across Wealth, Trust, Investments, Credit, and Tax, guiding clients through strategic alternatives including ESOPs and buyouts.

The role emphasizes educating clients and teammates, developing long-term relationships, and driving revenue