UHNW Business Owner Advisory Specialist

NAACPJobFinder

Orlando (FL)

On-site

USD 200,000 - 250,000

Full time

4 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Paid vacation

Job summary

Truist Financial Corporation's Center for Family Legacy in Orlando seeks an experienced advisor to guide ultra-high-net-worth families through ownership transitions and liquidity planning. You will coordinate with Wealth, Commercial Banking, and Investment Banking teams to deliver integrated solutions and education on succession strategies.

In this role, you will present strategic options such as ESOPs, buyouts, and dividends, shaping long-term family wealth and legacy objectives while

Qualifications

Juris Doctor (JD) required; 10+ years in estate planning or wealth transfer.
Experience advising UHNW individuals and families on ownership transitions.
Strong cross-disciplinary collaboration and client relationship skills.
Excellent communication, presentation, and business development abilities.

Responsibilities

Advise ultra-high-net-worth business owners on succession, ESOPs, and liquidity events.
Collaborate with Wealth Advisors and specialists to deliver integrated solutions.
Educate clients and teammates on succession planning and legacy goals.
Develop partnerships across Wealth, Commercial Banking, Corporate & Investment Banking.