Wealth Advisor - Legal Specialty Group

Truist Financial
New York
Workplace: OnsiteFull timeUSD 225,000 - 250,000 annuallyFunction: SalesExperience: 8+ yearsEducation: bachelorsSkills: ["Consultative client advising","Client relationship management","Networking","Sales goal attainment","Presentation skills"]

Originate and manage a profitable portfolio for attorneys and small-to-mid-sized law firms within the Legal Specialty Group. Build annual business plans, develop marketing and client acquisition strategies, and proactively generate new high net worth relationships through leads, referrals, and networking. Deliver advice using relationship strategy sessions (WRAP), manage client interactions in CRM, and maintain visibility through industry events and legal-community involvement while mentoring junior advisors.

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Truist Financial
Truist Financial
2 months ago

Wealth Advisor - Legal Specialty Group

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Last checked: 7 days 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 plans, develop marketing and client acquisition strategies, and proactively generate new high net worth relationships through leads, referrals, and networking. Deliver advice using relationship strategy sessions (WRAP), manage client interactions in CRM, and maintain visibility through industry events and legal-community involvement 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 and execute annual business plans covering marketing, client acquisition, and service delivery.
  • •Proactively originate new business through leads, referrals, and personal networking across deposits, loans, and investments.
  • •Act as the face of private practice within LSG firm relationship teams and coordinate WRAP advice delivery sessions.
  • •Document client interactions in CRM and establish consistent visibility in the local legal market through events and community involvement.

Pay and Benefits

Salary: USD 225,000 - 250,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •Bachelor's degree.
  • •8+ years of private banking experience in wealth-focused roles.
  • •FINRA licenses including Series 7 and Series 66, plus Life, Health, and Variable insurance licenses, and SAFE Act registration.
  • •Extensive knowledge of banking products and private/corporate banking arenas and meeting regulatory qualification standards for this position.
  • •Proven success acquiring and exceeding sales goals for high net worth and ultra-high net worth client relationships, with strong client management skills.
Experience:8+ yearsPrivate bankingWealth managementHigh net worthUltra-high net worth
Education:Bachelor's
Skills:Consultative client advisingClient relationship managementNetworkingSales goal attainmentPresentation skills
Licenses:FINRA Series 7FINRA Series 66Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Act registration
Certifications:CFPCTFACDFA
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
WebsiteLinkedIn