Senior UHNW Business Owner & Succession Advisor

Able Too Work; Washington (District of Columbia); Vor Ort; USD 200.000 - 250.000; Vollzeit

Benefits dieser Stelle

Health benefits

401(k) plan

Paid vacation

Zusammenfassung

Truist Wealth, in Washington, DC, seeks an experienced advisor for its Center for Family Legacy to support ultra-high-net-worth business owners with ownership transitions, liquidity planning, and strategic revenue opportunities across Wealth, Commercial Banking, and Investment Banking.

The role focuses on guiding family succession, ESOPs, and recapitalizations, aligning estate and tax planning with legacy goals and coordinating across internal specialists for integrated solutions.

Qualifikationen

• Bachelor's degree or equivalent education and related training.
• Juris Doctor (JD).
• Ten or more years of experience in estate planning, wealth transfer planning, tax planning, business succession planning, or related advisory disciplines.
• Demonstrated experience advising business owners, entrepreneurs, and ultra-high-net-worth individuals around ownership transition alternatives, including sales, ESOPs, recapitalizations, and liquidity events.
• Strong knowledge of business succession planning, ownership transitions, liquidity events, estate planning, wealth transfer strategies, and related tax considerations.
• Excellent relationship management, communication, presentation, and business development skills.

Aufgaben

• Serve as a dedicated advisor to ultra-high-net-worth business owners and families evaluating succession and liquidity opportunities.
• Help clients identify personal, family, financial, business, and legacy objectives affecting ownership and transition decisions.
• Advise on strategic alternatives including family succession, third-party sales, ESOPs, recapitalizations, and other transition strategies.
• Leverage estate planning, wealth transfer planning, tax planning, and business succession expertise to evaluate opportunities and tradeoffs.
• Partner with Wealth Advisors and specialists across Wealth, Trust, Investments, Credit, Estate Planning, Tax, Philanthropy, Family Governance, Commercial Banking, and Investment Banking to develop integrated recommendations.
• Coordinate with clients' external advisors (attorneys, accountants, valuation professionals, etc.).
• Execute Truist's One Team approach to deliver a coordinated client experience.
• Support acquisition and deepening of ultra-high-net-worth client relationships through specialized education and business development.
• Educate clients, prospects, and teammates on business succession, transition readiness, and related planning intersections.
• Develop and strengthen partnerships across Wealth and other Truist business lines.
• Serve as a public speaker and subject matter expert for internal and external presentations on ownership transition planning.
• Provide thought leadership through white papers, educational materials, and best practices in business owner advisory and transition planning.
• Drive strategic revenue opportunities from business owner advisory engagements and successful transition outcomes.

Kenntnisse

Estate planning

Wealth transfer planning

Tax planning

Business succession

Client relationship mgmt

Public speaking

Cross-organization collaboration

Ausbildung

Juris Doctor (JD)

LL.M. in Taxation

Bachelor's degree

Jobbeschreibung

Truist Wealth, in Washington, DC, seeks an experienced advisor for its Center for Family Legacy to support ultra-high-net-worth business owners with ownership transitions, liquidity planning, and strategic revenue opportunities across Wealth, Commercial Banking, and Investment Banking.

The role focuses on guiding family succession, ESOPs, and recapitalizations, aligning estate and tax planning with legacy goals and coordinating across internal specialists for integrated solutions.