Ultra-High-Net-Worth Business Owner Advisor

African American Talent

Washington (District of Columbia)

On-site

USD 200,000 - 250,000

Full time

6 days ago

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Job summary

Truist Financial Corporation in Washington, DC, seeks a specialized advisor within the Center for Family Legacy to help ultra-high-net-worth business owners navigate succession, ownership transition, and liquidity planning. You will partner with Wealth Advisors to identify strategic revenue opportunities across Wealth, Commercial Banking, and Investment Banking.

Responsibilities include advising on ESOPs, recapitalizations, and other transition strategies, coordinating with internal specialists,

Qualifications

Ten or more years of experience in estate planning, wealth transfer planning, tax planning, business succession planning, or related advisory disciplines.
Experience advising business owners, entrepreneurs, and ultra-high-net-worth individuals on ownership transition alternatives.
Strong knowledge of business succession planning, ownership transitions, liquidity events, estate planning, wealth transfer strategies, and related tax considerations.
Demonstrated ability to collaborate across multiple disciplines and business lines to deliver integrated client solutions.

Responsibilities

Serve as dedicated advisor to ultra-high-net-worth business owners and families navigating succession and liquidity planning.
Advise on strategic alternatives including family succession, ESOPs, and recapitalizations.
Partner with Wealth Advisors and specialists to deliver integrated recommendations.
Coordinate with external advisors to ensure a coordinated client experience.
Develop and lead business owner advisory best practices and thought leadership.