Senior Trust Advisor

Truist; Fort Lauderdale (FL); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Job summary

Truist Wealth seeks an experienced fiduciary advisor to provide expert guidance to high net worth clients. You will work with Wealth Advisors and Investment Managers to structure solutions across investment and non-investment areas, including estate planning and governance.

Responsibilities include leading client meetings, interpreting complex fiduciary documents, and expanding a book of business with AUM above $25MM. Strong communication and long-term relationship skills are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Management, Trust Administration or Law.
• 10+ years fiduciary experience with business development and relationship management.
• Excellent verbal and written communication; ability to convey insights clearly.
• Proficient with Microsoft Office and bank platforms.

Responsibilities

• Engage with Wealth Advisor and Investment Manager to provide advice and solutions meeting client goals.
• Deliver non-investment and banking guidance including estate planning and family governance.
• Advise ultra-high net worth families on financial and non-financial solutions.
• Interpret complex fiduciary documents and strategies.
• Conduct client meetings on trust, estate administration, taxation, and discretionary actions.
• Coordinate with internal teams to complete account administration tasks.
• Adhere to Truist Risk Management policies and escalate issues.
• Develop a book of business with AUM > $25MM.

Skills

Communication

Analytical

Relationship Mgmt

Client service

Education

Bachelor's degree in Accounting, Finance, Business, Trust Administration or Law

LL.M / Masters in Taxation / CPWA / CIMA

JD / MBA / CFP

15+ years fiduciary experience

Tools

Microsoft Office

Proprietary bank platforms

Job description

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
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. 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.
2. Proactively engage with clients to deliver all non-investment and banking aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, risk solutions, and family governance solutions.
3. Demonstrated ability to advise and deliver ultra-high net worth families on a wide variety of both financial and non-financial solutions to meet their goals.
4. Understand and provide interpretation as related to complex fiduciary documents and strategies
5. Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
6. Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
7. 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 and escalates issues and concerns when necessary
8. Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
2. 10 + years of fiduciary experience, with a focus on business development and relationship management
3. Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
4. Proven analytical ability and detail orientation with ability to manage client and firm priorities
5. Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.
   Preferred Qualifications:
6. LL.M in Taxation, Masters of Taxation, CPWA, CIMA
7. Advanced degree or designations such as JD, MBA, or CFP
8. 15+ Years of fiduciary experience with a focus on business development and relationship management

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 position.Truist 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 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.

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