UHNW Wealth Strategy Leader

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Job summary

Truist is seeking a senior Wealth Planner to manage UHNW multi-generational wealth strategies and deliver expert advice in collaboration with Wealth Advisors. The role emphasizes tax planning, estate strategies, and cross-functional execution.

The successful candidate will lead complex engagements, maintain cutting-edge planning knowledge, and ensure compliance while driving client outcomes for Truist Wealth. This position requires leadership and strong client-facing skills.

Qualifications

• Complex technical knowledge of financial planning including income tax, investments, estate planning and business planning.
• Advanced verbal, problem solving, and analytical skills.
• Professional work experience in financial industry with demonstrated competency.

Responsibilities

• Lead complex UHNW multi-generational wealth planning and strategy.
• Collaborate with Wealth Advisors to deliver comprehensive advice.
• Maintain proficiency in planning software and company systems.
• Ensure adherence to internal policies, regulatory guidelines, and client needs.

Skills

Financial planning

Client relationships

Public speaking

Project leadership

Advanced analytics

Education

Bachelor's degree

Tools

MS Office

Planning software

Job description

Truist is seeking a senior Wealth Planner to manage UHNW multi-generational wealth strategies and deliver expert advice in collaboration with Wealth Advisors. The role emphasizes tax planning, estate strategies, and cross-functional execution.

The successful candidate will lead complex engagements, maintain cutting-edge planning knowledge, and ensure compliance while driving client outcomes for Truist Wealth. This position requires leadership and strong client-facing skills.