Truist Sport & Entertainment Group Wealth Advisor Associate 

United States, California 

182552383

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

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.

* Plays an integral role in supporting new business development, due diligence, and/or transaction execution within the SEG Wealth Advisor Team.

* Under limited supervision, performs tasks assigned and managed by SEG Leadership, including drafting internal and external documents and Client/Prospect marketing materials, executing transactions, as well as working with SEG clients and other stakeholders on a day-to-day basis.

* May have certain SEG Wealth client backup relationship responsibilities as needed.

* May coach and mentor other SEG Support professionals.

* Builds cross-functional relationships within SEG to support the SEG Vertical.

* Partners closely with SEG Wealth Advisors working with Credit Risk Management to negotiate, structure, and underwrite complex credits

* Effectively implement the practice and execution of IRM by working with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation

* Executes and operates within Truist Wealth established processes and procedures and maintains appropriate legal, operating and regulatory controls to manage risk and compliance.

* Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients

* Has a thorough and updated understanding of their local market and/or industry segment and the unique dynamics they may have in partnership with other Wealth Advisors within Truist Sports & Entertainment to maintain a knowledge-based resource both internally for the bank and externally for the clients within the SEG vertical.

* Using sound judgment on expense and operational efficiency individually and for their group

* Lead a culture of continuous improvement and operational executional excellence

* Establish and maintain deep, mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team

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.

* Bachelor's Degree

* 5 or more years of experience in banking, investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development within a similarly complex market

* 3 or more years of experience in complex credit solutions with corporate banking clients and in the Sports & Entertainment industry

* A thorough understanding of a broad range of financial planning and investment concepts and an advanced working knowledge of retail banking and trust and fiduciary services

* Advance and proven knowledge of deposit, credit and investment products

* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in wealth management in the high-net-worth marketplace

* Excellent written, verbal, problem solving, and analytical skills with an ability to coach teammates to be the same caliber

* Ability to thrive and be an active participate on a national team

* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check

* Ability to engage in substantial travel, often overnight

Preferred Qualifications:

* FINRA: Series 65 or 66, Life, and Health and Insurance - Highly Preferred

* Completion or enrollment in professional level certification programs such as CFA, CAIA, CIMA, CFP, CTFA, CPA, etc..

The annual base salary for this position is $90,000 - $125,000.