UHNW Wealth Planning Analyst

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Job summary

Fayette Chamber of Commerce in Atlanta, GA seeks an Advice and Planning Analyst III to support the Wealth relationship team. You will create financial plans for Truist APG clients and prospects, model data, and deliver tailored planning recommendations.

You will develop expertise in planning software, coordinate with teammates, attend client meetings as caseload allows, and contribute to team content and training while adhering to policies and regulatory requirements.

Qualifications

• Strong communication and relationship skills in advising HNW clients.
• Advanced knowledge of tax, investments, estate planning, and wealth management.
• Ability to model and interpret client data for comprehensive plans.

Responsibilities

• Create financial plans for Truist APG clients and prospects.
• Develop proficiency in planning software and systems.
• Collaborate with teammates to craft strategies and final plan deliverables.
• Prioritize workload and communicate effectively with the team.
• Follow financial planning processes, policies, and regulatory requirements.
• Participate in client meetings as caseload allows.
• Contribute to team advice content, training, and development.
• May meet with clients periodically.

Skills

Client relationships

Communication skills

Time management

Independent judgment

Advanced financial planning

Education

JD / LLM / MS in Taxation / MSFS / ChFC / CFP / CPA / CFA

Tools

Microsoft Office Suite

Financial planning software

Job description

Fayette Chamber of Commerce in Atlanta, GA seeks an Advice and Planning Analyst III to support the Wealth relationship team. You will create financial plans for Truist APG clients and prospects, model data, and deliver tailored planning recommendations.

You will develop expertise in planning software, coordinate with teammates, attend client meetings as caseload allows, and contribute to team content and training while adhering to policies and regulatory requirements.