Truist Specialty Wealth Advisor Medical Legal 

United States, Florida, Tampa 

289826953

Regular or Temporary:

English (Required)

1st shift (United States of America)Manage a portfolio of clients in the Medical or Legal Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients.Medical Wealth Advisor:Legal Wealth Advisor:A Legal Wealth Advisor is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Develops overall client strategy to introduce all appropriate financial solutions and Truist specialists to the client to deepen client relationships.
• Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client’s financial needs and enhance existing relationships.
• Acquires new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists.
• Adheres to Truist Wealth client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities to the appropriate line of business to ensure clients are in the right delivery channel.
• Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s Degree7 or more years of lending or relationship management experience in the financial services industry
• FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
• Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
• Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients.
• Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
• Basic wealth management knowledgeExcellent and proven oral, written and group presentations skills.

Preferred Qualifications:

• MBA Word, Excel and PowerPoint skills
• More than 5 years of credit experience
• Successful experience as a client advisor with proven results