Senior Wealth Strategist

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 150,000 - 350,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

Accidental death and dismemberment

Tax-preferred savings accounts

401k plan

Vacation time (≥10 days)

Sick days (≥10)

Paid holidays

Pension plan

Restricted stock units

Deferred compensation plan

Job summary

Truist Financial Corporation is seeking an experienced Wealth Advisor to manage UHNW financial and estate planning, collaborating with Wealth Advisors to source resources and COIs to acquire new clients.

You will diagnose complex documents, present comprehensive solutions, and drive positive client outcomes to support revenue growth and Truist Wealth objectives.

Qualifications

• Complex technical knowledge of issues relating to financial planning including, but not limited to: income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning.
• Proven ability to get clients to take action.
• Bachelor’s degree
• Professional work experience with demonstrated competency in financial industry.
• Advanced communication and relationship skills
• Strong computer software and related technical skills including Microsoft Office Suite
• At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA or comparable advanced knowledge course of study
• Advanced verbal, problem solving, and analytical skills
• Proven experience with group facilitation, presentations, and public speaking
• The ability to lead and manage projects relevant to the Advice and Planning Group

Responsibilities

• Expertise: Broad knowledge across Elements of Wealth; SME in one or more areas; stay current on estate, tax and planning trends.
• Impact: Leads complex UHNW multi-generational planning; partners with COIs to attract and retain clients.
• Advice Process Excellence: Execute financial planning and advice process from data gathering to recommendations.
• Process Adherence: Follow internal policies and regulatory guidelines; identify at-risk situations.
• Technology: Maintain proficiency in planning software and company systems.
• Advice Integration: Align Truist Wealth process with practice management models.
• Relevance: Engage in group meetings and share insights within supported markets.
• Coaching/Team Development: Contribute to growth and development of teammates.
• Productivity/Efficiency: Prioritize workflow and meet deadlines.
• Networking: Build relationships with attorneys, accountants, and other advisors; represent Truist in groups.
• Specialization/Thought Leader: SME in a wealth area and resource for the team.
• Travel: Primarily regional with potential virtual work outside region.

Skills

Financial planning

Tax planning

Estate planning

Advanced communication

Public speaking

Microsoft Office Suite

Education

Bachelor’s degree

Professional credentials (CPA/CFP/ChFC/MS/MST)

Tools

Microsoft Office Suite

Job description

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Job Grade:

114

Please review the following job description:

Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and centers of influence (COIs) to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of advice and planning.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Responsibilties :

• 1a. Expertise: Broad knowledge across all Elements of Wealth, subject matter expert (SME) and thought leader in one or more specific knowledge area within the Elements of Wealth related to complex financial planning concepts and be a resource for the advice and planning group in that area. Keeps current on estate, tax and planning trends and their application to solutions for our clients.
• 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above. Partners with internal and external centers of influence to attract, grow and retain UHNW client relationships. Leads and is primarily responsible for proactive and comprehensive advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning, asset protection, executive benefits and business owner planning.
• 2. Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives, gather data, analyze current course and potential alternative courses of action, developing and presenting recommendations, partnering for implementation and monitoring progress.
• 3. Process Adherence: Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures, as well as regulatory and legal guidelines. Identifies at risk situations and keeps appropriate team members and management informed.
• 4. Technology: Maintain proficiency in all planning software as well as company systems in order to not only analyze a client's needs but to efficiently determine the most advantageous outcomes.
• 5. Advice Integration: Demonstrate strong understanding of the advice and planning process, how it relates to, is implemented, and is explained to teammates, clients, and prospects. Ability to integrate the Truist Wealth process seamlessly into advice and planning model and relevant practice management models.
• 6. Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant experiences, insight, and topics related to advice and planning. Be a valuable thought leader and relevant partner within supported markets.
• 7. Coaching/Team Development: Proactively engage in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth. Regularly collaborate, offer guidance, suggestions, and constructive feedback across Advice and Planning Group responsibilities.
• 8. Productivity/Efficiency: Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources in accordance with opportunity and complexity.
• 9. Networking: Create strong working relationships with internal partners and external COI’s (attorneys, accountants, and other advisors) that work with Truist Wealth segments to assure quality engagements and increased business opportunity. Represent Truist in civic, community, government, banking and professional groups.
• 10. Specialization/Thought Leader: Subject matter expert (SME) and thought leader in a specific knowledge area within the Elements of Wealth related to complex financial planning concepts and be a resource for the advice and planning group in that area.
• 11. Personal and Professional Development: Maintains and pursues professional credentials that are necessary or enhance ability to deliver superior client solutions. Assume additional responsibilities as requested by APG leadership and suggest enhancement ideas or other process improvements that align with the Truist Purpose, Mission and Values.
• 12. Travel: Will work primarily in the region assigned; will likely also be utilized virtually or outside of the assigned region, based on complexity of the client relationship.

QUALIFICATIONS

Required Qualifications:

• Complex technical knowledge of issues relating to financial planning including, but not limited to: income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning.
• Proven ability to get clients to take action.
• Bachelor’s degree
• Professional work experience with demonstrated competency in financial industry
• Advanced communication and relationship skills
• Strong computer software and related technical skills including Microsoft Office Suite
• At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA or comparable advanced knowledge course of study
• Advanced verbal, problem solving, and analytical skills
• Proven experience with group facilitation, presentations, and public speaking
• The ability to lead and manage projects relevant to the Advice and Planning Group

Preferred Qualifications:

• Twelve years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries
• Experience with UHNW clients

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• a 401k plan
• no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
• 10 sick days (also prorated)
• paid holidays
• Truist’s defined benefit pension plan
• restricted stock units
• a deferred compensation plan