Truist Financial

Sports & Entertainment Wealth Advisor

Truist Financial
Atlanta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about the world of sports and entertainment? Do you have a knack for financial planning and a desire to help others achieve their wealth management goals? If so, Truist Financial is seeking a dynamic and driven Sports & Entertainment Wealth Advisor to join our team. In this role, you will have the opportunity to work with high-profile clients in the sports and entertainment industries, providing them with personalized financial strategies and guidance. To succeed in this position, you must possess a deep understanding of the unique financial needs of these industries, as well as strong communication and relationship-building skills. Join us at Truist Financial and use your expertise to help our clients thrive in their financial endeavors.

  1. Develop and maintain relationships with high-profile clients in the sports and entertainment industries.
  2. Provide personalized financial planning and wealth management services to clients.
  3. Conduct thorough financial assessments and understand the unique financial needs and goals of clients in the sports and entertainment industries.
  4. Create customized financial strategies and plans for clients based on their individual needs and goals.
  5. Educate clients on financial options and provide guidance on investment opportunities.
  6. Keep up-to-date with industry trends and changes in the financial market to effectively advise clients.
  7. Build and maintain a strong network within the sports and entertainment industries to attract and retain clients.
  8. Collaborate with other team members and departments to provide comprehensive financial solutions for clients.
  9. Maintain accurate and confidential client records and adhere to all compliance and regulatory guidelines.
  10. Continuously strive to exceed client expectations and provide exceptional customer service.
  11. Participate in professional development opportunities to enhance knowledge and skills in financial planning and wealth management.
  12. Represent Truist Financial in a professional and positive manner at industry events and conferences.
  13. Utilize strong communication and relationship-building skills to establish trust and rapport with clients.
  14. Proactively identify and pursue new business opportunities to grow client base.
  15. Act as a brand ambassador for Truist Financial and promote our services within the sports and entertainment industries.
Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications

  • Strong Knowledge Of Sports And Entertainment Industry: A Successful Candidate Should Have A Deep Understanding Of The Sports And Entertainment Industry, Including Its Unique Financial Needs And Challenges.

  • Financial Planning Expertise: The Ideal Candidate Should Have A Strong Background In Financial Planning, Including Experience In Investment Management, Tax Planning, And Risk Management.

  • Client Relationship Management: This Role Requires Excellent Communication And Interpersonal Skills, As Well As The Ability To Build And Maintain Relationships With High Net Worth Clients In The Sports And Entertainment Industry.

  • Familiarity With Truist Financial Products And Services: Candidates Should Have A Working Knowledge Of Truist Financial's Products And Services, Including Wealth Management Solutions, Banking, And Lending Options.

  • Relevant Certifications And Licenses: A Qualified Candidate Should Hold Relevant Certifications And Licenses Such As A Certified Financial Planner (Cfp) Designation, Series 7 And 66 Licenses, And Any Other Industry-Specific Certifications.

Required Skills

  • Risk Management

  • Insurance

  • Financial Planning

  • Investment Management

  • Asset Protection

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Wealth Preservation

  • Tax Strategies

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Sports & Entertainment Wealth Advisor in Atlanta, GA, USA is $70,000 to $120,000 per year. However, this can vary depending on factors such as experience, education, and the specific company and industry. Some top earners in this field can make upwards of $200,000 per year.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 12th, 2024
Apply BeforeJuly 8th, 2026
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About Truist Financial

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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