Financial Planning Lead: Strategy & Client Engagement

Truist; Richmond (VA); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D

401(k) plan

Vacation days

Sick days

Paid holidays

Job summary

Truist is seeking a senior Financial Advisor team lead in the United States to integrate financial planning tools into the advisor service model and drive client engagement. You will provide leadership to the Financial Advisor team and contribute to short and long-term strategic planning and training.

You will influence the team's strategic direction to increase revenue, develop household balance sheets and cash flow analyses, and implement goals-based planning tools for clients.

Qualifications

• Bachelor’s degree or equivalent education and related training.
• Proven track record in relationship management and client service.
• FINRA Series 7, 66 (or 63/65) and insurance licenses.
• Strong writing and presentation skills.
• Ability to effectively present information to top management, public groups, and/or boards of directors
• Demonstrated proficiency in basic computer applications such as Microsoft Office products

Responsibilities

• Influence and participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
• Development of the household balance sheet and cash flow analysis, to include long term planning for retirement income.
• Implement the use of goals-based planning tools to quantify clients’ objectives by meeting with clients and identifying individualized goals.
• Proficiently utilize firm-provided software that enables the officer to create, plan and provide ongoing updates.
• Lead and/or participate in client presentations and engagements centered on financial planning topics.
• Independently identify opportunities to refer clients for Estate and Financial planning that works in conjunction with goal-based planning tools.
• Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate asset allocation based on clients’ goals, cash flow, etc.
• Work closely with Product Managers to gain proficiency in focused areas of planning including social security, college planning, etc. Create client-facing materials addressing topics of interest.
• Update client profiles and plans frequently and conduct annual reviews with the Financial Advisor.
• Identify opportunities to attract more assets and offer additional Truist Bank products and services to the relationship as appropriate.

Skills

Relationship management

Client service

Strong writing

Presentation skills

MS Office

Education

Bachelor’s degree or equivalent education

FINRA Series 7, 66 (or 63/65) and insurance licenses

Tools

MS Office

Job description

Truist is seeking a senior Financial Advisor team lead in the United States to integrate financial planning tools into the advisor service model and drive client engagement. You will provide leadership to the Financial Advisor team and contribute to short and long-term strategic planning and training.

You will influence the team's strategic direction to increase revenue, develop household balance sheets and cash flow analyses, and implement goals-based planning tools for clients.