Sport & Entertainment Group Wealth Advisor Associate

Truist Financial
United States
Workplace: OnsiteFull timeUSD 90,000 - 125,000 annuallyFunction: SalesExperience: 5+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Sales","Presentation","Relationship management","Analytical skills"]

Partner with the Sports & Entertainment Group Wealth Advisors to drive revenue growth, expand solutions and products for affluent, high-net-worth and ultra-high-net-worth clients, and secure new clients. Support new business development, due diligence, and transaction execution with limited supervision. Help execute holistic risk management by coordinating with specialists across credit, mortgage, planning, investments, trust and fiduciary, and insurance services. Maintain legal, operational, and regulatory controls and stay current on market and industry trends.

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Truist Financial
Truist Financial
1 day ago

Sport & Entertainment Group Wealth Advisor Associate

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Job Summary

Partner with the Sports & Entertainment Group Wealth Advisors to drive revenue growth, expand solutions and products for affluent, high-net-worth and ultra-high-net-worth clients, and secure new clients. Support new business development, due diligence, and transaction execution with limited supervision. Help execute holistic risk management by coordinating with specialists across credit, mortgage, planning, investments, trust and fiduciary, and insurance services. Maintain legal, operational, and regulatory controls and stay current on market and industry trends.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Report to SEG Sales Managing Director or SEG Sr. Wealth Advisor to support business strategy execution, revenue growth, and multi-functional collaboration with strong risk management.
  • •Support new business development, due diligence, and/or transaction execution within the SEG Wealth Advisor team.
  • •Draft internal/external documents and client/prospect marketing materials and work with clients and stakeholders day to day under limited supervision.
  • •Partner with SEG Wealth Advisors and Credit Risk Management to negotiate, structure, and underwrite complex credits; implement IRM with designated specialists and partners.
  • •Execute Truist Wealth processes and procedures while maintaining legal, operating, and regulatory controls; engage in SEG meetings and provide tactical advice and competitive analysis.
Travel: High travel

Pay and Benefits

Salary: USD 90,000 - 125,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Holidays

Key Requirements

  • •Bachelor's Degree.
  • •5+ years of experience in banking, investment, and financial planning with emphasis on sales and relationship management for complex, sensitive accounts and business development.
  • •3+ years of experience in complex credit solutions with corporate banking clients in the Sports & Entertainment industry.
  • •Thorough understanding of financial planning and investment concepts, with advanced knowledge of retail banking and trust and fiduciary services.
  • •Must be SAFE Mortgage Licensing Act compliant within 30 days of employment (including new or transfer of registration) and meet applicable NMLS background check requirements.
Experience:5+ yearsBankingInvestmentFinancial planningWealth managementSports & entertainmentCorporate bankingHigh net worthUltra-high net worth
Education:Bachelor's
Skills:Interpersonal skillsSalesPresentationRelationship managementAnalytical skills
Licenses:SAFE Mortgage Licensing ActNMLS
Certifications:FINRA Series 65FINRA Series 66Life InsuranceHealth InsuranceCFACAIACIMACFPCTFACPA
Languages:English
Tech Stack:Microsoft 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