Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Job Description
Medical Wealth Advisor Associate
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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:
Manages a portfolio of Medical or Legal clients, either physicians and their practices or attorneys and law firms by supporting and partnering with Specialty Wealth Advisors and Specialty Relationship Managers
Typically manages a portfolio of Medical clients or legal clients with total loans and deposits of more than $30MM and less than $45MM. Produces$1.5MM and <$3MM in revenue and more than 50% in Deposits OR produces $750K and <$1.5MM in revenue ($750K is the minimum standard)
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.
1. Develops and deepens relationships through proactive financial consulting for all medical and/or legal clients. 2. Develops overall client strategy to introduce all appropriate financial solutions and specialists to the client to deepen client relationships. 3. Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a one-team approach to deliver solutions to clients financial needs and enhance existing relationships. 4. Acquires new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists. 5. Adheres to Wealths client segment definitions by facilitating the migration of clients to the appropriate Advisor on the team as well as makes referrals of new business opportunities to the appropriate line of business to ensure clients are in the right delivery channel.
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.
1. Bachelors Degree 5 years of lending or relationship management experience in financial services 2. FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed. 3. Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning 4. Solid Credit Knowledge to personally deliver standard commercial credit and consumer credit to assigned clients 5. Possesses very strong Deposit/General Banking knowledge to personally deliver standard bank products such as deposits, credit cards, mortgages, etc. within the Medical or Legal industry per the client relationship plan. 6. Has a basic knowledge of all wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong Client Service Skills. 7. Excellent verbal, written and presentation skills.
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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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 is an Equal Opportunity Employer that does not discriminate 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.
