Capital Roles

Truist

Center for Family Legacy - Business Owner Advisory

Palm Beach Gardens, FL +4 more · Truist Wealth Group · Posted Oct 23, 2026

Excerpt from Truist's posting

Serve as a specialized advisor within Truist Wealth’s Center for Family Legacy (CFL), helping ultra-high-net-worth business owners and families navigate business succession, ownership transition, and liquidity planning decisions.

Read the full description on Truist's site (opens in a new tab)

Hiring intel

How long this role has been open, and what it pays elsewhere

Time open, reposts at this bank, and posted pay for this role across banks, built from the nightly checks.

See the intel With research access. Choose yours.

See the research on a real role, free to read.

Saved roles line up on your compare table.

Going for this role? Private Counsel is career coaching: three one-hour sessions over two weeks and a fourth held for your interview, for bankers going for a specific role at a specific bank.

Similar roles

  1. Merrill Center for Family Wealth Associate-Business Support Manager

    Bank of America

    • New York, NY +11 more
    $70,000 – $105,000 a year

  2. Wealth Sales & Service Consultant - Sports & Entertainment Group

    Truist

    • Cornelius, NC
    • Truist Wealth Group

  3. Financial Advisor, Truist Investment Services, Orlando, FL

    Truist

    • Orlando, FL
    • Truist Wealth Group

  4. Private Business Advisor II -Closely Held Business Assets

    Truist

    • Charlotte, NC +1 more
    • Truist Wealth Group

  5. Structured Lending Advisor I

    Truist

    • Coral Gables, FL +2 more
    • Truist Wealth Group

  6. Corporate Trust & Escrow Services Relationship Manager

    Truist

    • Charlotte, NC +1 more
    • Truist Wealth Group