UHNW Business Owner & Family Legacy Advisor

NAACPJobFinder; Washington (District of Columbia); In loco; USD 200.000 - 250.000; Tempo pieno

Descrizione del lavoro

Truist Financial Corporation's Center for Family Legacy in Washington, DC seeks a senior advisor to guide ultra-high-net-worth business owners through succession, ownership transitions, and liquidity planning. You will identify personal, family, and legacy objectives and craft strategic options across wealth, banking, and investment services.

Partner with Wealth Advisors and internal specialists to implement integrated solutions, educate teammates, and share thought leadership on ownership

Competenze

• Bachelor's degree or equivalent; JD required.
• Ten or more years in estate/tax planning or related advisory.
• Experience advising UHNW individuals and families on ownership transitions.
• Strong knowledge of business succession, liquidity events, and related tax considerations.
• Excellent relationship management, presentation, and business development skills.
• Ability to collaborate across Wealth, Trust, Investments, Credit, Estate Planning, Tax, Philanthropy and Banking.

Mansioni

• Advise UHNW clients on succession, ownership transition, and liquidity planning.
• Identify objectives across personal, family, financial, and legacy areas.
• Evaluate strategic alternatives like ESOPs, cross-family wealth transfer.
• Coordinate with Wealth Advisors and specialists to develop integrated solutions.
• Educate clients and teammates on transition readiness and planning.
• Lead public speaking and thought leadership on business owner advisory.

Conoscenze

Relationship management

Client advisory

Business development

Public speaking

Cross-disciplinary collaboration

Formazione

Bachelor's degree or equivalent education and related training

Juris Doctor (JD)

LL.M. in Taxation

Descrizione del lavoro

Truist Financial Corporation's Center for Family Legacy in Washington, DC seeks a senior advisor to guide ultra-high-net-worth business owners through succession, ownership transitions, and liquidity planning. You will identify personal, family, and legacy objectives and craft strategic options across wealth, banking, and investment services.

Partner with Wealth Advisors and internal specialists to implement integrated solutions, educate teammates, and share thought leadership on ownership