Truist Financial

4 weeks ago

Senior Trust Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Provide fiduciary advice and thought leadership to high net worth clients, partnering with Wealth Advisors and Investment Managers to deliver client and prospect goals. Lead client discussions and meetings on trust and estate administration, taxation, and discretionary actions, while coordinating with internal teams to complete account administration tasks. Independently uphold Truist Bank/Wealth policies, escalate issues as needed, and build a book of business focused on AUM above $25MM.

Location: Richmond, Virginia

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Partner with the Wealth Advisor and Investment Manager to provide advice and solutions aligned with client or prospect goals.
•Proactively deliver non-investment and banking aspects, including financial planning guidance across estate planning, estate administration, charitable/philanthropic matters, risk solutions, and family governance.
•Advise ultra-high net worth families with both financial and non-financial solutions to meet their goals.
•Interpret complex fiduciary documents and strategies and provide guidance on trust/state administration, discretionary actions, modification/termination, and taxation.
•Conduct client/prospect meetings, coordinate with internal teams for account administration tasks, and build a focused book of business with AUM over $25MM.

Pay and Benefits

Salary: USD 180,000 - 200,000 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Four-year college degree in Accounting, Finance, Business Management, Trust Administration or Law.
•10+ years of fiduciary experience focused on business development and relationship management.
•Effective verbal and written communication to convey insight on client issues and concerns.
•Proven analytical ability and detail orientation with ability to manage client and firm priorities.
•Strong computer skills, including Microsoft Suite, plus ability to learn proprietary bank platforms and software.

Experience:10+ yearsWealth managementFiduciaryHigh net worthBusiness developmentRelationship management

Education:Bachelor's in Accounting, Finance, Business Management, Trust Administration, Law

Skills:CommunicationAnalytical thinkingDetail orientationIndependent workRelationship management

Certifications:CPWACIMACFP

Languages:English

Tech Stack:Microsoft Suite

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn

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Truist Financial

4 weeks ago

Senior Trust Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Richmond, Virginia

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Partner with the Wealth Advisor and Investment Manager to provide advice and solutions aligned with client or prospect goals.
•Proactively deliver non-investment and banking aspects, including financial planning guidance across estate planning, estate administration, charitable/philanthropic matters, risk solutions, and family governance.
•Advise ultra-high net worth families with both financial and non-financial solutions to meet their goals.
•Interpret complex fiduciary documents and strategies and provide guidance on trust/state administration, discretionary actions, modification/termination, and taxation.
•Conduct client/prospect meetings, coordinate with internal teams for account administration tasks, and build a focused book of business with AUM over $25MM.

Pay and Benefits

Salary: USD 180,000 - 200,000 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid Leave

Key Requirements

•Four-year college degree in Accounting, Finance, Business Management, Trust Administration or Law.
•10+ years of fiduciary experience focused on business development and relationship management.
•Effective verbal and written communication to convey insight on client issues and concerns.
•Proven analytical ability and detail orientation with ability to manage client and firm priorities.
•Strong computer skills, including Microsoft Suite, plus ability to learn proprietary bank platforms and software.

Experience:10+ yearsWealth managementFiduciaryHigh net worthBusiness developmentRelationship management

Education:Bachelor's in Accounting, Finance, Business Management, Trust Administration, Law

Skills:CommunicationAnalytical thinkingDetail orientationIndependent workRelationship management

Certifications:CPWACIMACFP

Languages:English

Tech Stack:Microsoft Suite

Company Brief

Truist Financial

Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Charlotte, United States

Founded: 2019

Website LinkedIn