UHNW Trust Advisor & Wealth Strategy Lead

Truist; Sarasota (FL); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Wealth seeks a senior fiduciary advisor to provide leadership in fiduciary advice and wealth solutions for high net worth families. You will collaborate with Wealth Advisors and Investment Managers to expand existing relationships, and to capture new opportunities from internal and external sources.

The role emphasizes delivering non-investment and banking guidance, including estate planning, charitable giving, risk solutions, and family governance, with a focus on AUM above the $25MM

Qualifications

• Bachelor-level degree in Accounting, Finance, Business Management, Trust Administration or Law.
• Strong communication skills—verbal and written.
• Proven analytical ability and attention to detail.

Responsibilities

• Engage with Wealth Advisor and Investment Manager to deliver client solutions meeting goals.
• Provide financial planning guidance including estate planning and family governance.
• Advise ultra-high-net-worth families on financial and non-financial solutions.
• Interpret complex fiduciary documents and strategies.
• Conduct client meetings and advise on trust and state administration and taxes.

Skills

Relationship management

Effective communication

Analytical skills

MS Office proficiency

Client advisory

Education

Four Year College degree in Accounting/Finance/Business/Trust Administration or Law

Job description

Truist Wealth seeks a senior fiduciary advisor to provide leadership in fiduciary advice and wealth solutions for high net worth families. You will collaborate with Wealth Advisors and Investment Managers to expand existing relationships, and to capture new opportunities from internal and external sources.

The role emphasizes delivering non-investment and banking guidance, including estate planning, charitable giving, risk solutions, and family governance, with a focus on AUM above the $25MM