Advice and Financial Planning Wealth Management Analyst

Truist; Charlotte (NC); On-site; USD 87,000 - 164,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Vacation days

Sick days

Paid holidays

Pension plan options

RSUs

Deferred compensation

Job summary

The Wealth planning analyst III at Truist supports the wealth relationship team by delivering advanced planning advice to High and Ultra-High Net Worth clients and prospects. You will contribute to the planning group by expanding expertise, educating teammates, and improving service, processes, and systems.

Responsibilities include creating financial plans, maintaining proficiency in planning tools, collaborating with teammates, managing workload, communicating insights, and participating in

Qualifications

• Professional work experience with demonstrated competency in financial planning for affluent clients.
• Strong, expert level knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million.
• Strong communication and relationship skills.
• Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite.

Responsibilities

• Create financial plans for Truist APG clients and prospects in adherence to the scope of the engagement by applying expert level professional expertise, experience and judgement to model, analyze, and interpret client documents and data.
• Develop and maintain expert level proficiency in relevant software and systems and other technology.
• Exercise professional expertise, experience and judgement in collaboration with teammates to create financial planning strategies, recommendations, and other final plan deliverables
• Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates.
• Develop and maintain expert level communication practices to effectively convey relevant client financial planning information and observations to teammates through regular, established practices (i.e. meetings, WebEx, conference calls, etc.).
• Communicate with teammates to improve and strengthen internal platforms and processes through APG team meetings and conference calls.

Skills

Wealth management

Strong communication

Independent work

Project management

Microsoft Office

Taxation knowledge

Education

JD

LLM

MS in Taxation

MSFS

ChFC

CFP

CPA

CFA

Bachelor’s degree or equivalent

Tools

Financial planning software

Data modeling

Job description

Contract Type: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Description

Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth clients and prospects. Engages in activities that help drive the enhancement of the overall planning group including adding to the collective expertise of the group, educating teammates, and improving service, processes, and systems.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Create financial plans for Truist APG clients and prospects in adherence to the scope of the engagement by applying expert level professional expertise, experience and judgement to model, analyze, and interpret client documents and data.
• Develop and maintain expert level proficiency in relevant software and systems and other technology.
• Exercise professional expertise, experience and judgement in collaboration with teammates to create financial planning strategies, recommendations, and other final plan deliverables
• Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates.
• Develop and maintain expert level communication practices to effectively convey relevant client financial planning information and observations to teammates through regular, established practices (i.e. meetings, WebEx, conference calls, etc.).
• Communicate with teammates to improve and strengthen internal platforms and processes through APG team meetings and conference calls.
• Adhere to financial planning process and protocols, demonstrating effectiveness, efficiency, and flexibility as appropriate. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.
• Maintain relevant and up-to-date expert level knowledge regarding complex financial planning concepts, strategies, and applicable laws.
• Apply relevant and up-to-date expert level knowledge regarding complex financial planning concepts, strategies, and applicable laws to financial planning modeling.
• Maintain relevant and up-to-date knowledge regarding complex business entity planning concepts, strategies, and applicable laws.
• Actively participate in client meetings and/or conference calls as appropriate and as caseload allows.
• Contribute to the creation of APG Team advice content, training, and peer & field development.
• The Advice and Planning Analyst III may have the opportunity to meet with clients and prospective clients on a periodic basis, but this is not required.

Qualifications

Required Qualifications

• At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study.
• Professional work experience with demonstrated competency in financial planning for affluent clients.
• Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million.
• Strong, expert-level ability to work independently, exercise professional judgement and discretion, and prioritize to manage workload.
• Strong communication and relationship skills.
• Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite.
• Bachelor’s degree or equivalent education and related training

Preferred Qualifications

• Graduate degree in business, financial services, accounting, law, or other related discipline.
• Six years of professional work experience with demonstrated competency in wealth management for affluent clients.

The annual base salary for this position is $86,500 - $164,350.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

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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