Wealth Support Specialist II-Sports and Entertainment Group (Nashville, TN.)
Are you passionate about helping others achieve financial success in the fast-paced world of sports and entertainment? Truist Financial is seeking a Wealth Support Specialist II to join our Sports and Entertainment Group in Nashville, TN. In this role, you will have the opportunity to work with high-profile clients in the sports and entertainment industry, providing them with personalized wealth management solutions and support. We are looking for a highly motivated individual with a strong background in wealth management and a passion for the sports and entertainment industry. If you are a self-starter with excellent communication skills and a knack for building relationships, we want to hear from you!
- Provide personalized wealth management solutions to high-profile clients in the sports and entertainment industry.
- Support clients in achieving financial success through proactive and strategic wealth management advice.
- Build strong relationships with clients to understand their unique financial needs and goals.
- Utilize knowledge of wealth management strategies and products to provide tailored solutions.
- Collaborate with team members to develop and implement financial plans for clients.
- Stay up-to-date on industry trends and regulations to ensure compliance with all relevant laws and guidelines.
- Maintain accurate and organized client records and documentation.
- Communicate effectively with clients, team members, and other stakeholders to provide exceptional service.
- Act as a resource for clients, providing guidance and support on financial matters.
- Continuously seek opportunities to enhance the client experience and improve processes and procedures.
- Represent Truist Financial and the Sports and Entertainment Group in a professional and positive manner.
- Attend industry events and network with potential clients to expand business opportunities.
- Stay current on Truist Financial's products and services to effectively cross-sell and upsell to existing clients.
- Meet and exceed individual and team goals and contribute to the overall success of the Sports and Entertainment Group.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Minimum Of 3 Years Of Experience In The Financial Industry, With A Focus On Sports And Entertainment Clients.
In-Depth Knowledge Of Financial Planning And Wealth Management Strategies.
Strong Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.
Understanding Of The Sports And Entertainment Industry, Including Contracts, Endorsements, And Other Financial Considerations.
Financial Planning
Risk assessment
Asset management
Client Relations
wealth management
Portfolio analysis
Asset allocation
Retirement planning
Estate Planning
Tax Planning
Investment Strategies
Wealth Preservation
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Wealth Support Specialist II-Sports and Entertainment Group (Nashville, TN.) in Nashville, TN, USA is $50,000-$70,000 per year. Salaries can vary depending on factors such as the specific company, experience level, and additional skills or certifications.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started