Legal Wealth Advisor II or III – Legal Specialty Group

Truist Financial | McLean, VA (22102) | Wealth, Brokerage, and Premier Banking

📍 Location: McLean, VA (22102)
💼 Department: Wealth, Brokerage & Premier Banking – Legal Specialty Group
📊 Employment Type: Full-Time
🕒 Work Schedule: 1st Shift (Day Shift, Monday – Friday)
💰 Salary & Benefits: Competitive compensation + bonuses + comprehensive benefits

About Truist Financial

Truist Financial Corporation is a leading financial institution that delivers comprehensive banking, wealth management, and investment solutions. As part of our commitment to serving specialized markets, our Legal Specialty Group (LSG) offers tailored financial solutions to attorneys and law firms, providing expert guidance to support their unique financial needs.

We are hiring for a Legal Wealth Advisor II or III in McLean, VA (22102) to develop and manage a profitable portfolio of legal clients, including small to mid-sized law firms and high-net-worth attorneys. This role involves financial planning, lending, deposit management, and investment solutions while maintaining strong client relationships and driving new business.

Key Responsibilities

✔ Client Portfolio Management: Manage a profitable portfolio of legal professionals and law firms, including deposits, loans, and assets under management.
✔ Business Development: Develop a strategic business plan to expand client relationships through networking, referrals, and targeted marketing efforts.
✔ Client Acquisition: Proactively identify and acquire new legal clients, leveraging personal and professional networks, centers of influence, and referrals.
✔ Financial Consultation & Advice: Provide specialized financial advice tailored to the unique needs of law firms and high-net-worth attorneys.
✔ Private Banking & Wealth Services: Offer customized wealth management strategies, including investment management, estate planning, and lending solutions.
✔ Legal Industry Expertise: Act as the primary financial consultant for assigned law firms, offering insight into market trends and legal financial dynamics.
✔ Cross-Selling & Revenue Growth: Identify opportunities for cross-selling Truist’s financial products, including deposits, loans, and investment solutions.
✔ Market Leadership: Represent Truist Financial at legal industry events, bar associations, and professional networking groups.
✔ Risk & Compliance Management: Ensure all financial strategies and client engagements align with regulatory, operational, and reputational risk management policies.
✔ Client Relationship Management: Use CRM tools to document and track client interactions, ensuring a proactive and personalized approach.
✔ Collaboration & Team Support: Partner with internal Truist teams, including wealth advisors, investment managers, and private bankers, to provide holistic financial solutions.

Qualifications – Legal Wealth Advisor II

✅ Education & Experience:

• Bachelor’s degree (Finance, Business, Law, or related field preferred).
• 5-7 years of experience in banking, wealth management, or private banking.

✅ Licensing & Certification Requirements:

• FINRA Series 7 & Series 66 licenses (must be obtained within 90 days of hire).
• Life, Health, and Variable Insurance licenses (must be obtained within 90 days of hire).

✅ Skills & Expertise:

• Strong knowledge of banking products, corporate banking, and private banking.
• Proven track record of acquiring and managing high-net-worth legal clients.
• Deep understanding of wealth management, estate planning, and financial planning for attorneys.
• Excellent consultative, sales, and client relationship management skills.
• Experience with CRM tools and financial reporting software.
• Strong written, verbal, and presentation skills.

Additional Qualifications – Legal Wealth Advisor III

✅ Experience Requirements:

• 8+ years of experience in private banking, wealth management, or legal financial services.
• Proven success managing high-net-worth and ultra-high-net-worth clients.

✅ Leadership & Advanced Responsibilities:

• Serve as the Market Leader for a specific geographic region (if assigned).
• Lead and mentor junior wealth advisors and associates.
• Spearhead wealth strategy discussions, market analysis, and legal financial best practices.

✅ Preferred Certifications:

• CFP, CTFA, CDFA, or equivalent professional certification.
• MBA or advanced degree in a related field.

Why Join Truist Financial?

🏆 Industry Leader: Join a top financial institution with a strong presence in the legal sector.
💼 Career Growth: Advance your career with ongoing training, mentorship, and professional development opportunities.
📈 High Earning Potential: Competitive salary, performance bonuses, and commission-based incentives.
🌎 Impactful Work: Help legal professionals manage and grow their financial wealth.
⚖ Work-Life Balance: Flexible work schedules, remote and hybrid work options available.

Truist Financial Benefits

🏥 Health & Wellness: Comprehensive medical, dental, and vision insurance.
💰 Retirement Savings: 401(k) plan with company match + pension plan.
📚 Education & Career Development: Tuition assistance, certification support, and professional development programs.
🏡 Work-Life Balance: Generous paid time off (vacation, sick leave, and holidays).
📊 Stock & Investment Perks: Employee stock purchase plan, deferred compensation options.
🎯 Inclusive Work Culture: Diversity, equity, and inclusion initiatives + employee resource groups.

Equal Opportunity Employer

Truist Financial is committed to equal employment opportunity for all applicants, regardless of race, gender, religion, disability, veteran status, or any other protected category.

How to Apply

📢 Application Portal: Apply Here
📎 Submit your resume, cover letter, and relevant certifications.

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