Attorney in Greenwich, CT

In-House

Greenwich, CT

Attorney in Greenwich, CT

Non-practicing Attorney

Min 8 yrs required

No

Truist, its affiliates, and their respective employees, contractors, agents and various contributors are considered at-will employees and Truist reserves the right to terminate the employment of any employee at any time for any reason.



Summary:

- Sr. Wealth Advisor role available in New York, New York and Greenwich, Connecticut
- Acquire new clients through business development and expand services to existing clients
- Develop and deepen relationships with high net worth and ultra-high net worth clients
- Utilize objective and sound personal financial planning to provide wealth management advice and solutions
- Act as a culture champion aligned with Truist's Purpose, Mission, and Values
- Establish and maintain relationships with internal and external centers of influence
- Stay updated on changing economic, legal, and financial trends to serve as a resource for clients
- Maintain appropriate legal, operating, and regulatory controls to manage risk and compliance
- Bachelor's degree and FINRA licenses required
- 8+ years of sales and client management experience in Wealth Management
- Advanced credit and product knowledge preferred
- Base salary for this position ranges from $175,000 to $285,000
- Eligible for benefits such as medical, dental, vision, life insurance, and 401k plan
- Truist is an Equal Opportunity Employer and a Drug Free Workplace.