Wealth Advisor - Legal Specialty Group
Truist Inc, Fort Lauderdale, FL, United States
Legal Wealth Advisor 2
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
Essential duties and responsibilities include managing a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Qualifications include a bachelor's degree, 5-7 years or more of banking experience in portfolio-oriented roles, FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration, extensive knowledge of banking products and services, corporate banking & private banking arenas, proven success in the acquisition of new personal client relationships, demonstrated experience and success in meeting sales goals, identifying and delivering on client needs, solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families, strong consultative and client management skills with the ability to sell a wide range of products and services, excellent oral, written, presentation and client service skills, demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams, solid understanding of the legal profession, and strong knowledge of Microsoft Office Products.
A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
Essential duties and responsibilities include managing a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Qualifications include a bachelor's degree, 5-7 years or more of banking experience in portfolio-oriented roles, FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration, extensive knowledge of banking products and services, corporate banking & private banking arenas, proven success in the acquisition of new personal client relationships, demonstrated experience and success in meeting sales goals, identifying and delivering on client needs, solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families, strong consultative and client management skills with the ability to sell a wide range of products and services, excellent oral, written, presentation and client service skills, demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams, solid understanding of the legal profession, and strong knowledge of Microsoft Office Products.