Senior Trust Advisor

Truist; Sarasota (FL); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Wealth seeks a senior fiduciary advisor to provide leadership in fiduciary advice and wealth solutions for high net worth families. You will collaborate with Wealth Advisors and Investment Managers to expand existing relationships, and to capture new opportunities from internal and external sources.

The role emphasizes delivering non-investment and banking guidance, including estate planning, charitable giving, risk solutions, and family governance, with a focus on AUM above the $25MM

Qualifications

• Bachelor-level degree in Accounting, Finance, Business Management, Trust Administration or Law.
• Strong communication skills—verbal and written.
• Proven analytical ability and attention to detail.

Responsibilities

• Engage with Wealth Advisor and Investment Manager to deliver client solutions meeting goals.
• Provide financial planning 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 and advise on trust and state administration and taxes.

Skills

Relationship management

Effective communication

Analytical skills

MS Office proficiency

Client advisory

Education

Four Year College degree in Accounting/Finance/Business/Trust Administration or Law

Job description

Need Help?

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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.


• 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.


• 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.


• 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 and escalates issues and concerns when necessary


• Identify and develop a book of business exclusive focus on relationships with AUM greater than $25MM threshold

Required Qualifications

• Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law


• 10 + 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

• LL.M in Taxation, Masters of Taxation, CPWA, CIMA


• Advanced degree or designations such as JD, MBA, or CFP


• 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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