Senior Trust Advisor II: Fiduciary & Wealth Solutions

Truist; Charlottesville (VA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Paid vacation and sick days

Job summary

Truist is seeking a seasoned fiduciary advisor in Charlottesville, Virginia, to provide expert fiduciary advice to high net worth clients. The successful candidate will engage with wealth management teams, offering solutions to clients while expanding relationships within a defined book of business.

Qualified candidates will have at least 7 years of fiduciary experience, exceptional communication skills, and a proven ability to manage client relationships. This full-time role includes a competitive benefits package and opportunities for professional development.

Qualifications

• 7+ years of fiduciary experience, with a focus on business development and relationship management.
• Strong computer skills and ability to learn proprietary bank platforms.
• Effective communication skills both verbal and written.

Responsibilities

• Engage with the Wealth Advisor and Investment Manager to meet client goals.
• Conduct client and prospect meetings providing fiduciary advice.
• Develop a book of business with a primary focus in the $10mm - $25MM threshold.

Skills

Fiduciary experience

Business development

Relationship management

Effective communication

Analytical ability

Education

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

Tools

Microsoft Suite

Job description

Truist is seeking a seasoned fiduciary advisor in Charlottesville, Virginia, to provide expert fiduciary advice to high net worth clients. The successful candidate will engage with wealth management teams, offering solutions to clients while expanding relationships within a defined book of business.

Qualified candidates will have at least 7 years of fiduciary experience, exceptional communication skills, and a proven ability to manage client relationships. This full-time role includes a competitive benefits package and opportunities for professional development.