Senior Wealth Planning Strategist for High-Net-Worth Clients

Truist; Richmond (VA); On-site; USD 87,000 - 164,000; Full time

Job summary

Truist Wealth is seeking a Financial Planning Strategist to deliver sophisticated planning for high-net-worth clients, typically $5M+ AUM. You’ll partner with Wealth Advisors and internal specialists to craft holistic strategies aligned with client goals and trust ownership structures.

You will analyze financial, estate, and wealth transfer documents, develop customized strategies, and present actionable recommendations to enhance client outcomes and retention while contributing to firm growth.

Qualifications

• Advanced technical knowledge of financial planning topics including income tax, investments, retirement planning, estate planning and other related areas.
• Proven ability to get clients to take action.
• Bachelor’s degree required.
• Professional work experience in the financial industry.
• Advanced communication and relationship skills.
• Strong computer software skills including Microsoft Office.
• At least one of: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA or equivalent.
• Advanced written, verbal, problem solving and analytical skills.
• Proven experience with group facilitation, presentations, and public speaking.

Responsibilities

• Advice Process Excellence: execute the financial planning and advice process end-to-end.
• Process Adherence: conduct engagements in compliance with policies and regulations.
• Technology: maintain proficiency in planning software and company systems.
• Advice Integration: integrate planning process into team workflows and practice models.
• Relevance: participate in meetings and share insights related to advice and planning.
• Coaching/Team Development: support growth and development of teammates.
• Productivity/Efficiency: manage workload and meet deadlines.
• Networking: build relationships with internal partners and external COIs.
• Specialization/Thought Leader: serve as SME in a knowledge area within Wealth.
• Personal and Professional Development: pursue credentials and drive process improvements.
• Travel: work regionally and may travel based on client relationships.

Skills

Advanced financial planning

Client engagement

Advanced communication

Public speaking

Microsoft Office Suite

Analytical skills

Group facilitation

Problem solving

Education

Bachelor’s degree

Professional credentials (JD/LLM/CFP/CPA etc.)

Tools

Microsoft Office Suite

Job description

Truist Wealth is seeking a Financial Planning Strategist to deliver sophisticated planning for high-net-worth clients, typically $5M+ AUM. You’ll partner with Wealth Advisors and internal specialists to craft holistic strategies aligned with client goals and trust ownership structures.

You will analyze financial, estate, and wealth transfer documents, develop customized strategies, and present actionable recommendations to enhance client outcomes and retention while contributing to firm growth.