Welcome to Truist Financial, where we are committed to helping our clients achieve their financial goals. We are currently seeking a highly motivated and experienced Estate Advisor to join our team. As an Estate Advisor, you will have the opportunity to work closely with our clients to develop and implement comprehensive estate plans that meet their unique needs. We are looking for a candidate who is passionate about helping others and has a strong understanding of estate planning strategies. If you have a strong attention to detail, excellent communication skills, and a desire to make a positive impact in people's lives, we encourage you to apply for this exciting opportunity.
- Develop and implement comprehensive estate plans for clients that align with their financial goals and needs.
- Work closely with clients to understand their specific estate planning needs and provide personalized recommendations.
- Conduct thorough analysis of clients' financial information, including assets, liabilities, and tax implications.
- Stay up-to-date on current estate planning strategies and industry trends to provide the most relevant and effective advice to clients.
- Collaborate with other financial advisors and professionals to ensure a comprehensive and coordinated approach to clients' estate planning.
- Maintain strong relationships with clients and provide ongoing support and guidance throughout the estate planning process.
- Communicate complex financial concepts and strategies in a clear and understandable manner to clients.
- Ensure all estate plans comply with legal and regulatory requirements.
- Conduct regular reviews of clients' estate plans and make necessary updates and adjustments.
- Continuously seek opportunities to expand and improve knowledge and skills in estate planning.
Bachelor's Degree In Finance, Business, Or A Related Field.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.
Minimum Of 3-5 Years Of Experience In Estate Planning, Wealth Management, Or Related Field.
Strong Understanding Of Financial Planning And Wealth Management Strategies.
Relevant Certifications Such As Certified Financial Planner (Cfp) Or Certified Trust And Financial Advisor (Ctfa).
Financial Planning
Risk assessment
Asset management
Retirement planning
Trust Administration
Investment Analysis
Wealth Preservation
Tax Strategies
Insurance Planning
Estate Law
Estate Tax Planning
Char
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Estate Advisor in Atlanta, GA, USA is $60,000 - $80,000 per year. However, this can vary depending on factors such as experience, education, and the specific company and location. Some Estate Advisors may earn more than $100,000 per year, while others may earn less than $50,000 per year. It is important to research and negotiate salary based on your qualifications and the job market in your area.
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Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.
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