Wealth Advisor Associate Jobs in California (NOW HIRING)

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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 Associate is responsible for partnering with the SEG Wealth Advisors in growing the regional Sports & Entertainment team's revenues, expanding solutions to existing SEG clients, marketing new solutions, securing new clients and ensuring holistic risk management for the team. The SEG team is comprised of Wealth Advisors and Wealth Associates managing investment portfolios, delivering tailored credit, and banking solutions to affluent, high net worth and ultra-high net worth, multi-generational clients and prospects who derive their wealth from and/or operate Sports & Entertainment enterprises.
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.

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.

• Reporting to the Managing Director of SEG Sales or SEG Sr. Wealth Advisor to ensure consistent execution of SEG Wealth team's business strategy, revenue growth, and multi-functional collaboration while promoting and ensuring strong risk management execution.
• Plays an integral role in supporting new business development, due diligence, and/or transaction execution within the SEG Wealth Advisor Team.
• Under limited supervision, performs tasks assigned and managed by SEG Leadership, including drafting internal and external documents and Client/Prospect marketing materials, executing transactions, as well as working with SEG clients and other stakeholders on a day-to-day basis.
• May have certain SEG Wealth client backup relationship responsibilities as needed.
• May coach and mentor other SEG Support professionals.
• Builds cross-functional relationships within SEG to support the SEG Vertical.
• Partners closely with SEG Wealth Advisors working with Credit Risk Management to negotiate, structure, and underwrite complex credits
• Effectively implement the practice and execution of IRM by working with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation
• Executes and operates within Truist Wealth established processes and procedures and maintains appropriate legal, operating and regulatory controls to manage risk and compliance.
• Engage and participate in SEG meetings and decisions, 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
• Has a thorough and updated understanding of their local market and/or industry segment and the unique dynamics they may have in partnership with other Wealth Advisors within Truist Sports & Entertainment to maintain a knowledge-based resource both internally for the bank and externally for the clients within the SEG vertical.
• Using sound judgment on expense and operational efficiency individually and for their group
• Lead a culture of continuous improvement and operational executional excellence
• Establish and maintain 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, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team

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.

• Bachelor's Degree
• 5 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
• 3 or more years of experience in complex credit solutions with corporate banking clients and in the Sports & Entertainment industry
• 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 with an ability to coach teammates to be the same caliber
• Ability to thrive and be an active participate on a national team
• 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..

The annual base salary for this position is $90,000 - $125,000.

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 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.

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