Strategic Financial Planning Officer

Truist Wealth; Richmond (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

medical

dental

vision

life insurance

disability

tax-preferred savings accounts

401k plan

vacation days

sick days

paid holidays

pension plan

RSUs

deferred compensation

Job summary

Truist Wealth in Richmond, VA is seeking a seasoned Financial Advisor leader to guide the team’s strategy and deliver goals-based planning for high-net-worth clients. You will collaborate with Portfolio Management and Product teams to tailor asset allocation and expand client relationships.

Requirements include a Bachelor’s degree, FINRA licenses (7, 66 or 63/65), strong writing and presentation skills, and proficiency with Microsoft Office.

Qualifications

• Bachelor’s degree or equivalent education and related training.
• Proven track record in relationship management and client service.
• 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.
• Demonstrated proficiency in basic computer applications such as Microsoft Office products.

Responsibilities

• Influence and participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
• Development of the household balance sheet and cash flow analysis, to include long term planning for retirement income.
• Implement goals-based planning tools to quantify clients' objectives by meeting with clients and identifying individualized goals.
• Utilize firm-provided software to create, plan and provide ongoing updates.
• Lead and/or participate in client presentations and engagements centered on financial planning topics.
• Identify opportunities to refer clients for Estate and Financial planning that works with goal-based planning tools.
• Collaborate with Financial Advisors and Portfolio Management to devise asset allocation based on clients' goals and cash flow.
• Work with Product Managers to gain proficiency in planning areas like social security and college planning; create client-facing materials.
• Update client profiles and plans frequently and conduct annual reviews with the Financial Advisor.
• Identify opportunities to attract more assets and cross-sell Truist Bank products and services.

Skills

Relationship management

Client service

Strong writing/presentation

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Truist Wealth in Richmond, VA is seeking a seasoned Financial Advisor leader to guide the team’s strategy and deliver goals-based planning for high-net-worth clients. You will collaborate with Portfolio Management and Product teams to tailor asset allocation and expand client relationships.

Requirements include a Bachelor’s degree, FINRA licenses (7, 66 or 63/65), strong writing and presentation skills, and proficiency with Microsoft Office.