UHNW Wealth Strategy Architect

Truist; Greensboro (NC); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Job summary

Truist Wealth in Greensboro, NC seeks a seasoned wealth planning expert to manage complex UHNW financial and estate plans, collaborating with Wealth Advisors and COIs to attract and retain high-net-worth clients. You will analyze tax, estate, and investment strategies, and present comprehensive recommendations to improve client outcomes.

With broad knowledge of wealth management, you will lead planning engagements, stay current on trends, and drive revenue for Truist Wealth through effective

Qualifications

• Complex technical knowledge of financial planning including 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 and professional work experience in financial industry.
• Strong computer software skills including Microsoft Office.

Responsibilities

• Lead UHNW multi-generational wealth planning with assets $25MM+ under management.
• Collaborate with Wealth Advisors and COIs to attract, grow and retain clients.
• Execute planning engagements in compliance with internal policies and regulatory guidelines.
• Maintain proficiency in planning software and company systems to analyze client needs and determine outcomes.
• Integrate Truist Wealth process into advice and planning models and practice management.

Skills

Financial planning

Estate planning

Tax planning

Investments

Retirement planning

Employee benefits

Stock options

Insurance

Debt management

Business planning

Public speaking

Project leadership

Education

Bachelor’s degree

JD/LLM/MSFS/ChFC/CFP/CPA or equivalent

Job description

Truist Wealth in Greensboro, NC seeks a seasoned wealth planning expert to manage complex UHNW financial and estate plans, collaborating with Wealth Advisors and COIs to attract and retain high-net-worth clients. You will analyze tax, estate, and investment strategies, and present comprehensive recommendations to improve client outcomes.

With broad knowledge of wealth management, you will lead planning engagements, stay current on trends, and drive revenue for Truist Wealth through effective