Truist · 2 months ago
Trust Advisor II
Fort Lauderdale, FL
Full-time
Onsite
Senior Level
7+ years expTruist Bank is seeking a Trust Advisor II to provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. The role involves collaborating with the wealth team to expand relationships, offering financial planning guidance, and managing client accounts in accordance with internal policies.
BankingFinanceFinancial Services
Responsibilities
Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate
Provide financial planning guidance in the areas of estate planning, estate administration, charitable, philanthropic, and risk solutions
Understand and provide interpretation as related to complex fiduciary documents and strategies
Conduct client and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination, taxation, etc
Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete tasks relevant to account administration
Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, as determined from time to time by our Risk Management and Governance teams. Works independently to address issues and concerns, escalation when necessary
Identify and develop a book of business with primary focus in the $10mm - $25MM threshold
Qualification
Required
Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law
7 + years of fiduciary experience, with a focus on business development and relationship management
Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns
Proven analytical ability and detail orientation with ability to manage client and firm priorities
Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software
Preferred
JD, MBA, CPA, CFP
10+ years of fiduciary experience with a focus on business development and relationship management
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
2026-01-16
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2026-01-15
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