Senior Advisor, UHNW Business Transitions & Wealth

Kappa Alpha PSI Fraternity, Inc.; Orlando (FL); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid time off

Job summary

Truist Financial Corporation's Center for Family Legacy in Orlando seeks a senior advisor to guide ultra-high-net-worth business owners through succession, ownership transitions, and liquidity planning.

You will collaborate with Wealth Advisors and specialists across Wealth, Trust, Investments, Tax, and Banking to craft integrated strategies, including ESOPs, buyouts, and recapitalizations, aligning outcomes with family legacy.

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, including business sales, family succession strategies, ESOPs, recapitalizations, and other liquidity events.
• 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.
• Proven ability to collaborate across multiple disciplines and business lines to deliver integrated client solutions.

Responsibilities

• Advise on ownership transition strategies and liquidity events.
• Coordinate with Wealth Advisors and specialists to develop integrated recommendations.
• Educate clients, prospects, and teammates on business succession and legacy planning.
• Deliver thought leadership through white papers and marketing content.
• Drive strategic revenue opportunities from advisory engagements.

Skills

Relationship management

Ownership transition

Estate planning

Wealth transfer planning

Tax planning

Client advisory

Cross-functional collaboration

ESOPs

Education

Bachelor's degree

Juris Doctor (JD)

LL.M. in Taxation

Job description

Truist Financial Corporation's Center for Family Legacy in Orlando seeks a senior advisor to guide ultra-high-net-worth business owners through succession, ownership transitions, and liquidity planning.

You will collaborate with Wealth Advisors and specialists across Wealth, Trust, Investments, Tax, and Banking to craft integrated strategies, including ESOPs, buyouts, and recapitalizations, aligning outcomes with family legacy.