Elite Wealth Planning Analyst for HNW Clients

Truist

Atlanta (GA)

On-site

USD 87,000 - 164,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Job summary

Truist is seeking an Advice and Planning Analyst III to support the Wealth relationship team in delivering advanced planning advice to High and Ultra-High Net Worth clients. You will model, analyze, and interpret client data to develop tailored financial plans and strategies.

The role emphasizes keeping up-to-date planning knowledge, collaborating with teammates, and maintaining compliant processes. Travel to meet clients may occur as caseload allows, with opportunities to contribute to training

Qualifications

JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge.
Professional work experience with demonstrated competency in financial planning for affluent clients.
Strong knowledge of income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients.
Strong independent work, judgment, and workload prioritization.
Strong communication and relationship skills.
Proficiency with Microsoft Office and financial planning tools.
Bachelor’s degree or equivalent education and related training.

Responsibilities

Create financial plans for Truist APG clients and prospects by applying expert level professional expertise.
Develop and maintain expert level proficiency in relevant software and systems.
Collaborate with teammates to create financial planning strategies and final plan deliverables.
Manage and prioritize workload based on goals and team communication.
Convey relevant client financial planning information clearly to teammates.
Communicate with teammates to improve internal platforms and processes.
Adhere to financial planning processes and regulatory requirements.
Maintain up-to-date knowledge of complex financial planning concepts and laws.
Apply knowledge to financial planning modeling and business entity planning.
Participate in client meetings as caseload allows and contribute to APG content and training.