Finance & Banking • Orlando, Florida, United States
Truist Financial Corporation's Center for Family Legacy in Orlando seeks an experienced advisor to guide ultra-high-net-worth families through ownership transitions and liquidity planning. You will coordinate with Wealth, Commercial Banking, and Investment Banking teams to deliver integrated solutions and education on succession strategies.
In this role, you will present strategic options such as ESOPs, buyouts, and dividends, shaping long-term family wealth and legacy objectives while
#J-18808-Ljbffr