Strategic Financial Planning Lead

Truist; Richmond (VA); On-site; USD 58,000 - 107,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist Richmond seeks a Financial Advisor team leader to integrate planning tools into the service model and engage clients. You will guide short- and long-term strategic planning and lead training for the team.

Responsibilities include developing household balance sheets, applying goals-based planning, and collaborating with Product Managers to address topics like social security and college planning.

Qualifications

• Bachelor’s degree or equivalent education and related training.
• FINRA Series 7, 66 (or 63/65) and insurance licenses.
• Strong writing and presentation skills.
• Ability to present information to top management, public groups, and/or boards of directors.

Responsibilities

• Influence and participate in strategic direction to increase revenue.
• Develop household balance sheet and cash flow analysis for retirement planning.
• Use goals-based planning tools to quantify client objectives.
• Utilize firm-provided software to create and update plans.
• Lead or participate in client presentations on financial planning topics.
• Identify opportunities to refer clients for estate and financial planning.

Skills

Relationship management

Client service

Presentation skills

Writing skills

MS Office

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Truist Richmond seeks a Financial Advisor team leader to integrate planning tools into the service model and engage clients. You will guide short- and long-term strategic planning and lead training for the team.

Responsibilities include developing household balance sheets, applying goals-based planning, and collaborating with Product Managers to address topics like social security and college planning.