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Truist Legal Wealth Advisor Associate United States, Virginia 144880457
21.07.2024
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Manages a portfolio of Legal clients, both attorneys and law firms by supporting and partnering with Legal Wealth Advisors and Legal Relationship Managers.Typically manages a portfolio of legal clients with total loans and deposits of more than $30MM and less than $45MM. Produces =$1.5MM and <$3MM in revenue and more than 50% in Deposits OR produces =$750K and <$1.5MM in revenue ($750K is the minimum standard)
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 and deepens relationships through proactive financial consulting for all legal clients.
- Develops overall client strategy to introduce all appropriate financial solutions and Wealth specialists to the client to deepen client relationships.
- Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a one-team approach to deliver solutions to client's financial needs and enhance existing relationships.
- Acquires new legal clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists.
- Adheres to 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.
QUALIFICATIONS
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.
1. Bachelor's Degree
2. 5 years of lending or relationship management experience in financial services
3. 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.
4. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning
5. Solid Credit Knowledge to personally deliver standard commercial credit and consumer credit to assigned clients
6. Possesses very strong Deposit/General Banking knowledge to personally deliver standard bank products such as deposits, credit cards, mortgages, etc. within the legal industry per the client relationship plan.
7. Has a basic knowledge of all wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong Client Service Skills.
8. Excellent oral, written and presentation skills.
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