Medical Wealth Advisor

Truist Financial
Philadelphia
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 7+ yearsEducation: bachelorsSkills: ["Oral communication","Written communication","Group presentations","Client relationship management","Risk mitigation"]

Originate and manage a profitable lending, deposits, and fee income portfolio for attorneys and physicians, building long-term client relationships. Develop annual business plans for marketing and client acquisition, generate new business through referrals and networking, and serve as the “face” of the practice’s legal or medical relationship teams. Deliver coordinated wealth advice through the WRAP process, document interactions in CRM, and drive visibility in local markets while ensuring compliance and mitigating practice risk.

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Truist Financial
Truist Financial
15 hours ago

Medical Wealth Advisor

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Last checked: 15 hours agoStatus: Live

Job Summary

Originate and manage a profitable lending, deposits, and fee income portfolio for attorneys and physicians, building long-term client relationships. Develop annual business plans for marketing and client acquisition, generate new business through referrals and networking, and serve as the “face” of the practice’s legal or medical relationship teams. Deliver coordinated wealth advice through the WRAP process, document interactions in CRM, and drive visibility in local markets while ensuring compliance and mitigating practice risk.
Location: Philadelphia
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Manage a profitable client book for law firms/attorneys and medical practices/physicians, including deposits, loans, and assets under management.
  • •Develop annual business plans covering marketing, client acquisition, and service delivery.
  • •Proactively originate new business through leads, referrals, and personal/professional networking.
  • •Coordinate and lead the WRAP process by running relationship strategy sessions and delivering wealth advice.
  • •Document all client interactions in a CRM and maintain visibility in local legal/medical markets through events and community involvement.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveSick DaysPaid HolidaysEquityPension

Key Requirements

  • •Bachelor’s Degree
  • •7+ years of lending or relationship management experience in financial services
  • •FINRA: maintains required licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses (transfer/acquire within required timeframe)
  • •Basic to solid investment knowledge and ability to deliver basic financial planning using Financial Profiles Forecaster software
  • •Strong credit knowledge and deposit/general banking acumen, with excellent oral, written, and group presentation skills
Experience:7+ years
Education:Bachelor's
Skills:Oral communicationWritten communicationGroup presentationsClient relationship managementRisk mitigation
Licenses:FINRA Series 7FINRA Series 66Life insurance licenseHealth insurance licenseVariable insurance licenseSAFE Mortgage Licensing ActNMLS
Languages:English
Tech Stack:CRMFinancial Profiles ForecasterWordExcelPowerPoint

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