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
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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
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Jul 23, 2024
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Apr 03, 2024
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