Senior UHNW Business Owner Advisor

Kappa Alpha PSI Fraternity, Inc.; Washington (District of Columbia); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Accidental death and dismemberment

Tax-advantaged savings accounts (401k)

Paid vacation (min 10 days)

Paid sick days (min 10 days)

Paid holidays

Job summary

Truist Wealth's Center for Family Legacy in Washington, DC seeks an experienced advisor to guide ultra-high-net-worth business owners through succession, ownership transition, and liquidity planning. You will work across Wealth, Commercial Banking, and Investment Banking to develop integrated strategies and leverage One Team principles.

The role emphasizes relationship management, strategic advisory, and deep tax and estate planning expertise, with opportunities to educate clients and drive

Qualifications

• Bachelor's degree or equivalent education and related training.
• Juris Doctor (JD) required.
• Ten or more years in estate planning, wealth transfer, tax planning, or related advisory disciplines.
• Experience advising business owners, entrepreneurs, and ultra-high-net-worth families on ownership transition.
• Strong ability to collaborate across disciplines to deliver integrated client solutions.

Responsibilities

• Serve as a dedicated advisor to ultra-high-net-worth business owners evaluating succession and liquidity planning.
• Identify and prioritize personal, family, financial, and legacy objectives influencing decisions.
• Advise on strategic alternatives including ESOPs, buyouts, and recapitalizations.
• Partner with Wealth Advisors and specialists to develop integrated recommendations.
• Educate clients and teammates on business succession, transition readiness, and legacy planning.

Skills

Relationship mgmt

Communication

Presentation

Business development

Collaboration

Education

Bachelor's degree

Juris Doctor (JD)

Job description

Truist Wealth's Center for Family Legacy in Washington, DC seeks an experienced advisor to guide ultra-high-net-worth business owners through succession, ownership transition, and liquidity planning. You will work across Wealth, Commercial Banking, and Investment Banking to develop integrated strategies and leverage One Team principles.

The role emphasizes relationship management, strategic advisory, and deep tax and estate planning expertise, with opportunities to educate clients and drive