Trust Advisor II
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listing for:
Truist Financial
Full Time
position
Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly
USD
60000.00
80000.00
YEAR
Job Description & How to Apply Below
Truist Financial
, Location
:
Atlanta, GA,
Employment Type
:
Full Time,
Date Posted
: 02/19/2026
Job Description Trust Advisor II
Responsibilities
Engage with the Wealth Advisor and Investment Manager to provide advice and solutions that meet client or prospect goals and objectives.Provide financial planning guidance in estate planning, estate administration, charitable/philanthropic, and risk solutions.Interpret and provide guidance on complex fiduciary documents and strategies.Conduct client and prospect meetings, individually when necessary, to advise on trust and state administration, discretionary actions, modification or termination, taxation, etc.Obtain client information and partner with internal teams (FIRM, Advisory Centers, COE, etc.) to complete account‑administration tasks.Adhere to all internal policies and procedures related to Truist Bank and Truist Wealth, address issues independently and escalate when necessary.Identify and develop a book of business focusing on the $10mm – $25mm threshold.Qualifications
Four‑Year college degree in Accounting, Finance, Business Management, Trust Administration, or Law.7+ years of fiduciary experience with a focus on business development and relationship management.Effective verbal and written communication skills, able to convey insightful client advice.Proven analytical ability and detail orientation, managing client and firm priorities.Strong computer skills, proficient with Microsoft Suite and able to learn proprietary bank platforms and software.Preferred: JD, MBA, CPA, CFP.Preferred: 10+ years of fiduciary experience with a business development focus.Benefits
Teammates receive medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. All regular team members working 20 hrs or more per week are eligible for benefits. Benefits include at least 10 days of vacation, 10 sick days, paid holidays, and may include a defined benefit pension, restricted stock units, and/or a deferred compensation plan depending on the division.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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