Senior HNW Wealth Planner & Strategist

Truist; Washington; On-site; USD 87,000 - 164,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Job summary

Truist Wealth is seeking a Financial Planning Strategist to deliver sophisticated financial and estate planning for high-net-worth clients, typically $5M+ in assets. You will partner with Wealth Advisors and internal specialists to create holistic plans and actionable recommendations that align with client goals.

You will analyze complex financial documents, coordinate with truist specialists, and drive client outcomes, retention, and growth within Truist Wealth.

Qualifications

• Advanced technical knowledge of tax, investments, debt management, retirement, estate planning, and business planning.
• Proven ability to get clients to take action.
• Bachelor’s degree and professional work experience in financial industry.

Responsibilities

• Lead comprehensive wealth planning for high-net-worth clients.
• Analyze planning trends and activate strategic opportunities.
• Identify and prioritize goals, gather data, analyze options, and present recommendations.
• Collaborate with Wealth Advisors and COIs to implement plans.
• Ensure engagements comply with internal policies and regulatory guidelines.
• Mentor teammates and contribute to group responsibilities.

Skills

Advanced financial planning knowledge

Client action orientation

Advanced communication skills

Microsoft Office proficiency

Education

Bachelor’s degree

Professional credentials (CPA/CFP/ChFC/MSFS)

Tools

Microsoft Office Suite

Job description

Truist Wealth is seeking a Financial Planning Strategist to deliver sophisticated financial and estate planning for high-net-worth clients, typically $5M+ in assets. You will partner with Wealth Advisors and internal specialists to create holistic plans and actionable recommendations that align with client goals.

You will analyze complex financial documents, coordinate with truist specialists, and drive client outcomes, retention, and growth within Truist Wealth.