Truist Financial

3 weeks ago

Wealth Advisor - Legal Specialty Group

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Originate and manage a profitable portfolio for attorneys and small to mid-sized law firms within the Legal Specialty Group. Build annual business and marketing plans, generate new business through leads, referrals, and networking, and serve as the “face” of private practice for assigned firms. Lead WRAP advice-delivery sessions, deliver comprehensive bank resources, document interactions in CRM, and support risk mitigation while mentoring junior advisors.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Manage a profitable client book for small to mid-sized law firms and attorneys, including deposits, loans, and assets under management.
•Develop annual business plans covering marketing and client acquisition alongside client/prospect service delivery.
•Proactively originate new business using leads, referrals, Centers of Influence, and professional and personal networking.
•Act as the face of private practice within LSG firm relationship teams and may serve as Market Leader for a geography.
•Document client interactions in the CRM system and coordinate the WRAP process for advice delivery and relationship strategy sessions.

Pay and Benefits

Salary: USD 225,000 - 250,000 annually

Perks:Health InsuranceDentalVision401kLife Insurance

Key Requirements

•Bachelor’s degree and 8+ years of private banking experience in wealth-focused roles.
•FINRA licenses: Series 7 and Series 66, plus Life, Health, and Variable insurance licenses; meet SAFE Act registration requirements.
•Extensive knowledge of banking products and services, including corporate and private banking.
•Proven success acquiring and managing high net worth and ultra-high net worth client relationships while meeting/exceeding sales goals.
•Strong understanding of wealth management and financial planning considerations, with consultative client management skills.

Experience:8+ yearsPrivate bankingWealth managementHigh net worthUltra-high net worth

Education:Bachelor's

Skills:Consultative sellingClient managementCommunicationPresentationMentoring

Licenses:FINRA Series 7FINRA Series 66Life insuranceHealth insuranceVariable insuranceSAFE Act registration

Certifications:CFPCTFACDFAMBA

Languages:English

Tech Stack:CRMMicrosoft Office

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

3 weeks ago

Wealth Advisor - Legal Specialty Group

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Manage a profitable client book for small to mid-sized law firms and attorneys, including deposits, loans, and assets under management.
•Develop annual business plans covering marketing and client acquisition alongside client/prospect service delivery.
•Proactively originate new business using leads, referrals, Centers of Influence, and professional and personal networking.
•Act as the face of private practice within LSG firm relationship teams and may serve as Market Leader for a geography.
•Document client interactions in the CRM system and coordinate the WRAP process for advice delivery and relationship strategy sessions.

Pay and Benefits

Salary: USD 225,000 - 250,000 annually

Perks:Health InsuranceDentalVision401kLife Insurance

Key Requirements

•Bachelor’s degree and 8+ years of private banking experience in wealth-focused roles.
•FINRA licenses: Series 7 and Series 66, plus Life, Health, and Variable insurance licenses; meet SAFE Act registration requirements.
•Extensive knowledge of banking products and services, including corporate and private banking.
•Proven success acquiring and managing high net worth and ultra-high net worth client relationships while meeting/exceeding sales goals.
•Strong understanding of wealth management and financial planning considerations, with consultative client management skills.

Experience:8+ yearsPrivate bankingWealth managementHigh net worthUltra-high net worth

Education:Bachelor's

Skills:Consultative sellingClient managementCommunicationPresentationMentoring

Licenses:FINRA Series 7FINRA Series 66Life insuranceHealth insuranceVariable insuranceSAFE Act registration

Certifications:CFPCTFACDFAMBA

Languages:English

Tech Stack:CRMMicrosoft Office

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