Full-Time

Medical Wealth Advisor II

Confirmed live in the last 24 hours

Truist

Truist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Senior, Expert

Charlotte, NC, USA

Category
Healthcare Administration & Support
Medical, Clinical & Veterinary
Requirements
  • Bachelor’s Degree
  • 7 or more years of lending or relationship management experience in the financial services industry
  • FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position.
  • Ensures that appropriate continuing education requirements are met where needed.
  • Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
  • Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients
  • Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
  • Basic wealth management knowledge
  • Excellent and proven oral, written and group presentations skills
Responsibilities
  • Develops overall client strategy to introduce all appropriate financial solutions and Truist specialists to the client to deepen client relationships.
  • Partners with other Truist Wealth product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client’s financial needs and enhance existing relationships.
  • Acquires new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists.
  • Adheres to Truist Wealth client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities to the appropriate line of business to ensure clients are in the right delivery channel.
  • Satisfies regulatory requirements for holding the position, including determined by SunTrust to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
Desired Qualifications
  • MBA
  • Word, Excel and PowerPoint skills
  • More than 5 years of credit experience
  • Successful experience as a client advisor with proven results

Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs for RIAs. The company's goal is to empower RIAs to grow their businesses and enhance client experiences.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth and innovation potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Increased demand for digital transformation in financial services aligns with Altruist's tech solutions.

What critics are saying

  • Competition from firms like Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Integration with Orion and Kwanti may pose operational risks if not seamless.
  • New digital fixed-income trading could attract regulatory scrutiny if compliance is lacking.

What makes Truist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free trading and an automated rebalancer for cost-effective solutions.
  • Altruist's model marketplace provides personalized investment strategies, catering to diverse client needs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Company Equity