Legal Wealth Advisor

At Truist Financial, we are dedicated to helping our clients achieve financial success and security. As a Legal Wealth Advisor, you will play a crucial role in this mission by providing expert guidance and personalized solutions to our clients' legal and financial needs. We are seeking a driven and knowledgeable individual with a strong legal background and a passion for helping others. If you possess excellent communication skills, a client-focused mindset, and a deep understanding of legal and financial principles, we would love to have you join our team.

1. Provide expert guidance and advice to clients on legal and financial matters.
2. Utilize your strong legal background to analyze and identify potential legal issues or risks for clients.
3. Develop personalized solutions and strategies to help clients achieve their financial goals and objectives.
4. Cultivate and maintain strong relationships with clients, ensuring their needs are met and exceeded.
5. Stay up-to-date on legal and financial industry trends and regulations to better serve clients.
6. Collaborate with other team members and departments to deliver comprehensive and integrated services to clients.
7. Conduct thorough research and analysis to support recommendations and decisions.
8. Communicate complex legal and financial concepts in a clear and understandable manner to clients.
9. Act with integrity and professionalism at all times, maintaining strict confidentiality and ethical standards.
10. Continuously strive to improve and enhance the client experience through proactive and innovative approaches.
11. Meet and exceed goals and targets related to client satisfaction, retention, and revenue growth.
12. Participate in internal and external training and development opportunities to expand knowledge and skills.
13. Adhere to all company policies and procedures, as well as legal and regulatory requirements.
14. Represent the company and its values in a positive and professional manner at all times.
15. Collaborate with marketing and business development teams to identify and pursue new business opportunities.

According to JobzMall, the average salary range for a Legal Wealth Advisor in Atlanta, GA, USA is between $60,000 to $100,000 per year. Factors such as years of experience, specific skills and qualifications, and the type of employer can affect the salary range. Additionally, commission and bonuses may also be included in the overall compensation package for a Legal Wealth Advisor.

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.