Wealth Advisor

Full-time 9 views

In-House

Boston, MA, United States

Wealth Advisor

Attorney

8-8 yrs required

Full-time

No

H1: Wealth Advisor - Boston, Massachusetts, USA - Truist Wealth Solutions - R0086617 H2: Primary Relationship Advisor for High Net Worth and Ultra-High Net Worth Wealth Clients Bullet Points: - Serve as primary relationship advisor for high net worth and ultra-high net worth clients - Develop and deepen client relationships through needs-based, high-level client service - Provide confident and comprehensive wealth management advice and solutions - Utilize objective and sound personal financial planning and financial advisory concepts - Self-acquire new business by leveraging external network and firm place in the community - Expected to be the expert level "market moving" advisor - Focus on targeted prospecting and developing relationships with external referral sources - Work with various specialists and partners to support client service and business development efforts - Use advanced credit knowledge to lead conversations and advice delivery - Partner with Truist product specialists to deliver solutions and enhance existing relationships - Thrive in a team-based approach to deliver the full suite of Truist Wealth solutions - Act as a culture champion aligned with Truist's Purpose, Mission, and Values - Establish and maintain mutually beneficial business relationships with internal and external centers of influence - Stay updated on changing economic, legal, financial planning, and investment trends - Serve as a personal financial planning/advisory resource for clients, attorneys, and CPAs - Maintain appropriate legal, operating, and regulatory controls - Ensure high quality, compliant portfolio of relationships - Use sound judgment on expense and operational efficiency SEO-friendly Job Title: Wealth Advisor - High Net Worth and Ultra-High Net Worth Clients - Truist Wealth Solutions Bold Headlines: - Join Truist as a Wealth Advisor in Boston, Massachusetts, USA - Acquire and deepen relationships with high net worth and ultra-high net worth clients - Utilize objective and sound financial planning concepts to provide comprehensive solutions - Self-acquire new business by leveraging your external network and community presence - Be the expert level "market moving" advisor with advanced credit knowledge - Partner with Truist product specialists to deliver solutions and enhance relationships - Thrive in a team-based approach and act as a culture champion aligned with Truist's values

Click the Apply Now button on the top or bottom of the page, create a profile, and submit an application.

Qualification and Experience Bachelor's Degree in Business, Finance, or Economics

Legal

Hiring Coordinator
Truist Financial Corporation
112 south tryon street
Charlotte, NC 28284

Nov 05, 2024
Jul 23, 2024
Apr 03, 2024
Apply for this Attorney job

Upload Resume:

Apply Later
Email   |   Print

The #1 legal job board in the United States year after year after year!

Tell us where to send your access instructions: