Trust Advisor II

Truist•Charlottesville, VA

1d•Onsite

About The Position

Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.

Requirements

Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
7 + years of fiduciary experience, with a focus on business development and relationship management
Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns.
Proven analytical ability and detail orientation with ability to manage client and firm priorities
Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software.

Nice To Haves

JD, MBA, CPA, CFP
10+ years of fiduciary experience with a focus on business development and relationship management

Responsibilities

Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate.
Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions.
Understand and provide interpretation as related to complex fiduciary documents and strategies.
Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc.
Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration.
Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently to address issues and concerns, escalation when necessary.
Identify and develop a book of business with primary focus in the $10mm - $25MM threshold.