Truist Bank is seeking a Wealth Advisor for its Legal Specialty Group in Miami, FL, focused on managing and developing client relationships with attorneys and law firms. The ideal candidate will have extensive banking experience, strong consultative skills, and a solid understanding of wealth management tailored to the legal profession
Job Summary
Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, including deposits, loans, and assets under management.
Proactively originate new business via leads and referrals from Centers of Influence, marketing efforts, client introductions, and networking.
Establish consistent visibility within the local legal market through event attendance and participation in legal-focused non-profits.
Matching Summary
Match Score: 85
Truist Bank is seeking a Wealth Advisor for its Legal Specialty Group in Miami, FL, focused on managing and developing client relationships with attorneys and law firms. The ideal candidate will have extensive banking experience, strong consultative skills, and a solid understanding of wealth management tailored to the legal profession.
Skills & Requirements
Must-have
client relationship management
business development
financial advice and solutions
legal profession understanding
Nice-to-have
proactive client engagement
collaboration with teammates
risk mitigation strategies
Key Requirements
Bachelor's Degree
5-7 years banking experience
FINRA Series 7, Series 66, Life, Health, and Variable insurance licenses