Senior UHNW Business Owner Advisory

Native American Talent; Washington (District of Columbia); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical benefits

401k plan

Paid vacation

Job summary

Truist Financial Corporation's Wealth Center for Family Legacy seeks a specialized advisor to guide ultra-high-net-worth owners through succession, ownership transitions, and liquidity planning, coordinating with Wealth, Commercial Banking, and Investment Banking teams.

You will help clients explore strategies such as ESOPs, management buyouts, and recapitalizations, aligning wealth goals with estate, tax, and philanthropy objectives.

Qualifications

• Bachelor's degree or equivalent education and related training.
• JD required; ten+ years in estate/wealth planning or related advisory work.
• Experience advising UHNW individuals on ownership transitions and liquidity events.
• Strong cross-disciplinary collaboration and client relationship skills.
• Public speaking or thought leadership experience is a plus.

Responsibilities

• Advise UHNW business owners on succession, ownership transition, and liquidity planning.
• Coordinate with Wealth Advisors and specialists to deliver integrated solutions.
• Educate clients and teammates on business succession and legacy planning.
• Develop partnerships across Wealth, Commercial Banking, and Investment Banking.
• Serve as a public speaker and thought leader on transition planning.

Skills

Estate planning

Wealth transfer planning

Tax planning

Business succession planning

Client relationship management

Cross-disciplinary collaboration

Public speaking

Education

Bachelor's degree or equivalent

Juris Doctor (JD)

LL.M. in Taxation (preferred)

Job description

Truist Financial Corporation's Wealth Center for Family Legacy seeks a specialized advisor to guide ultra-high-net-worth owners through succession, ownership transitions, and liquidity planning, coordinating with Wealth, Commercial Banking, and Investment Banking teams.

You will help clients explore strategies such as ESOPs, management buyouts, and recapitalizations, aligning wealth goals with estate, tax, and philanthropy objectives.