Senior Wealth Planner & Estate Strategy

Truist; Washington (District of Columbia); On-site; USD 87,000 - 164,000; Full time

Job summary

The Financial Planning Strategist at Truist delivers sophisticated financial and estate planning solutions for high-net-worth clients, typically with $5 million or more in AUM. Working with Wealth Advisors, you provide holistic planning guidance and coordinate with internal specialists to serve clients' unique objectives.

You will analyze complex documents, develop customized strategies, and present actionable recommendations to strengthen client relationships and drive growth for Truist Wealth.

Qualifications

• Advanced technical knowledge of financial planning topics including taxes, investments, retirement and estate planning.
• Proven ability to guide clients to take action and implement recommendations.
• Bachelor’s degree required.
• Professional experience in financial services with strong client focus.
• Advanced communication and relationship-building skills.
• Proficient with Microsoft Office Suite and financial planning tools.
• One of: JD, LLM Tax, MS Tax, MSFS, ChFC, CFP, CPA or equivalent credential.

Responsibilities

• Deliver sophisticated financial and estate planning solutions for high-net-worth clients.
• Partner with Wealth Advisors and internal/external specialists to create holistic plans.
• Analyze financial, estate, and wealth transfer documents to identify opportunities.
• Develop and present customized recommendations and monitor progress.
• Contribute to client retention, business development, and growth of Truist Wealth.
• Lead and coach teammates within the Advice and Planning Group.

Job description

The Financial Planning Strategist at Truist delivers sophisticated financial and estate planning solutions for high-net-worth clients, typically with $5 million or more in AUM. Working with Wealth Advisors, you provide holistic planning guidance and coordinate with internal specialists to serve clients' unique objectives.

You will analyze complex documents, develop customized strategies, and present actionable recommendations to strengthen client relationships and drive growth for Truist Wealth.