Trust Advisor II

Truist Financial
Richmond, Virginia
Workplace: OnsiteFull timeUSD 140,000 - 160,000 annuallyFunction: Finance & AccountingExperience: 7+ yearsEducation: bachelorsSkills: ["Communication","Analytical skills","Detail orientation","Relationship management","Prioritization"]

Provide fiduciary advice and thought leadership to high net worth clients, partnering with the broader wealth team to deepen existing relationships and identify new opportunities. Deliver financial planning guidance across estate planning, estate administration, charitable and philanthropic strategies, and risk solutions. Conduct client and prospect meetings, interpret complex fiduciary documents, and collaborate with internal teams to complete account administration tasks while following Truist policies and escalating as needed.

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Truist Financial
Truist Financial
2 months ago

Trust Advisor II

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Last checked: 14 hours agoStatus: Live

Job Summary

Provide fiduciary advice and thought leadership to high net worth clients, partnering with the broader wealth team to deepen existing relationships and identify new opportunities. Deliver financial planning guidance across estate planning, estate administration, charitable and philanthropic strategies, and risk solutions. Conduct client and prospect meetings, interpret complex fiduciary documents, and collaborate with internal teams to complete account administration tasks while following Truist policies and escalating as needed.
Location: Richmond, Virginia
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Partner with Wealth Advisor and Investment Manager to provide advice and solutions aligned to client or prospect goals.
  • •Provide financial planning guidance in estate planning, estate administration, charitable/philanthropic, and risk solutions.
  • •Interpret complex fiduciary documents and strategies and advise clients on relevant discretionary actions, modifications, or termination.
  • •Conduct client and prospect meetings to provide advice on trust and state administration and related taxation topics.
  • •Obtain client information and partner with internal teams to complete account administration tasks while adhering to internal policies and procedures.

Pay and Benefits

Salary: USD 140,000 - 160,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid Sick

Key Requirements

  • •Four-year college degree in Accounting, Finance, Business Management, Trust Administration, or Law.
  • •7+ years of fiduciary experience focused on business development and relationship management.
  • •Strong verbal and written communication skills to provide insightful guidance on client issues.
  • •Proven analytical ability, attention to detail, and ability to manage client and firm priorities.
  • •Strong computer skills, including Microsoft Suite, with ability to learn proprietary bank platforms and software.
Experience:7+ yearsFiduciaryWealth management
Education:Bachelor's
Skills:CommunicationAnalytical skillsDetail orientationRelationship managementPrioritization
Certifications:JDMBACPACFP
Languages:English
Tech Stack:Microsoft SuiteMicrosoft ExcelMicrosoft OutlookMicrosoft WordMicrosoft PowerPoint

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
WebsiteLinkedIn