Senior UHNW Wealth Planning Architect

Truist; Richmond (VA); On-site; USD 40,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Job summary

A financial services company in Richmond, VA is seeking a Senior Advice and Planning Analyst to support the Wealth relationship team. The ideal candidate will have 8+ years of advisory experience with Ultra‑High Net Worth clients and possess a Bachelor's degree along with an advanced qualification. Responsibilities include delivering complex solutions, performing financial analysis, and engaging proactively with clients. This is a full-time position with competitive salary and extensive benefits.

Qualifications

• 8+ years of client advisory experience with UHNW families is essential.
• Proven track record of generating new wealth-management revenue.
• Prior experience in the UHNW or family office setting is preferred.

Responsibilities

• Provide complex, actionable solutions for UHNW client needs.
• Perform analysis and modeling of estate plans and related strategies.
• Deliver financial statements and analyses to inform client decisions.

Skills

Client advisory experience

Financial planning knowledge

Excellent communication skills

Proficiency in Excel

Public speaking

Education

Bachelor’s degree

Advanced qualification (JD, LLM, etc.)

Tools

Excel

PowerPoint

Financial planning software

Job description

A financial services company in Richmond, VA is seeking a Senior Advice and Planning Analyst to support the Wealth relationship team. The ideal candidate will have 8+ years of advisory experience with Ultra‑High Net Worth clients and possess a Bachelor's degree along with an advanced qualification. Responsibilities include delivering complex solutions, performing financial analysis, and engaging proactively with clients. This is a full-time position with competitive salary and extensive benefits.