Trust Advisor II

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

Position Summary

Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participate 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.
• Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.
• 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 to address issues and concerns, escalation when necessary.
• Identify and develop a book of business with primary focus in the $10mm - $25MM threshold.

Language Fluency

English (Required)

Work Shift

1st shift (United States of America)

Regular or Temporary

Regular

Required Qualifications

• Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
• 7 + 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

• JD, MBA, CPA, CFP
• 10+ years of fiduciary experience with a focus on business development and relationship management

Benefits

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.

EEO and Equal Opportunity Statement

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. EEO is the Law. E-Verify IER Right to Work.