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Specialty Wealth Advisor I

Truist

Truist

Atlanta, GA, USA
Posted on Tuesday, July 2, 2024

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Sports & Entertainment Group (SEG) Wealth Advisor 1 is responsible for all facets of client relationship management and new business development for SEG personal and business entity clients who derive their wealth from the Sports & Entertainment industry. Assesses and advises on managing investment portfolios, delivering tailored credit, banking and insurance solutions to affluent, high net worth and ultra-high net worth, multi-generational clients and prospects.
Truist Sports & Entertainment (SEG) knows that our clients' situations are unique and closely tied to their industry. The combined knowledge of our personal and corporate bankers (vertical strategy) offers a 360' view of the industries we are covering and allow us to give our clients the most informed perspective in order to provide the best solutions. The interconnectivity between the Sports, Music, and Film industries has led to a number of overlapping relationships across Sports & Entertainment's three verticals and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life.

This SEG Wealth Advisor 1 will execute the needs-based solution delivery and integration of a broad range of investment, credit, and banking products and services (financial planning, portfolio management, personal trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services) through the implementation of our Advice Delivery Model value proposition. They will collaborate and coordinate with Wealth Associates, and partners such as Financial Advisors, Investment Strategists, Treasury & Payment Solutions Partners, Financial Planners, Mortgage Partners, Credit Advisors and other wealth product partners based upon objective and sound financial planning and advisory concepts.

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.

Responsibilities :

* Reporting to the Sr. Wealth Advisor or Managing Director of SEG Sales, the SEG Wealth Advisor 1 leads the service team and business development effort to ensure consistent execution of their business strategy, revenue growth, and multi-functional collaboration while ensuring strong risk management execution.

* Sources and calls upon prospects and client referrals tailored to each sport or entertainment prospect. Exhibits strong relationship management, business development, and presentation and sales skills that establish, themselves as credible and capable financial partners to Sports and Entertainment individuals and businesses.

* Effectively and routinely utilizes Salesforce to manage pipeline and client communications to ensure timely and relevant information regarding activities and status for execution and collaboration

* Participates in the structure and review of credit products/requests providing insight to client, industry, or product.

* Works with Sr. Wealth Advisor or Managing Director of SEG Sales to help develop localized marketing content and events.

* The ability to develop and implement individual business plans (e.g. prospecting pipelines, marketing ideas, calling plans) that meet the corporation's and Truist Wealth's expectation for revenue growth in the local market and/or industry segment

* Delivers personalized, attentive, needs-based service to their client base through sound financial planning and advisory concepts, and actively monitors assigned investment accounts for adherence to investment and asset allocation objectives and policies

* Supports a cohesive, inclusive, and diverse culture that is aligned with Truist's Purpose, Mission and Values

* Executes and operates within Truist Wealth established processes and procedures regarding legal, operating and regulatory risk and compliance.

* Engages and participates in Sports & Entertainment Group meetings, and offer tactical advice and competitive analysis to the Truist Sports & Entertainment in order to assist in the successful accomplishment of overall Wealth goals and strategies, including the implementation of Truist's Touch and Technology = Trust strategic goal

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

* Possesses a thorough and updated understanding of their local market and/or industry segment and the unique dynamics they may have to maintain a knowledge-based resource both internally for the bank and externally for the clients within the SEG vertical.

* Uses sound judgment on expense and operational efficiency

* Exemplifies a culture of continuous improvement and operational executional excellence

* Establishes and maintains 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, Business Managers or Agents, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team

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

* 7 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

* 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

* Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values

* 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..

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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