UHNW Business Succession Advisor
Truist Inc
Truist Wealth’s Center for Family Legacy seeks a specialized advisor to help ultra-high-net-worth business owners and families navigate succession, ownership transitions, and liquidity planning. You will work with Wealth, Commercial Banking, and Investment Banking teams to develop integrated strategies and opportunities arising from business transitions.
You will partner with Wealth Advisors and internal specialists to craft tailored, tax-efficient, and wealth-preserving solutions, educating
#J-18808-LjbffrVacancy posted 1 day ago
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