Truist · 2 hours ago
Legal Wealth Advisor
Fort Lauderdale, FL
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company seeking a Legal Wealth Advisor to manage a profitable portfolio of clients in the legal sector. The advisor will be responsible for developing long-term client relationships with attorneys and law firms while providing financial advice and solutions tailored to their needs.
BankingFinanceFinancial Services
Responsibilities
Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms
Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects
Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments
Act as "face" of private practice within LSG firm relationship teams for assigned firms
Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank
Coordinate and lead the WRAP process for advice delivery-hold relationship strategy sessions as appropriate with the relationship teams and deliver Legal Specialty Group value proposition
Document all client interactions via CRM system
Establish consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.)
Participate in campaigns or volunteer at committee level within legal-focused non-profits within local market
Support LSG teammates through collaborative relationship strategies and teamwork
Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments
Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities
Qualification
Required
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. Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position
Extensive knowledge of banking products and services, corporate banking & private banking arenas
Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act
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
Has 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
Strong knowledge of Microsoft Office Products
Preferred
CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 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
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