UHNW Wealth Strategy Leader & Estate Planning Expert

Truist; Baltimore (MD); On-site; USD 190,000 - 220,000; Full time

Job summary

Truist Wealth seeks a senior specialist to manage and prepare UHNW financial and estate plans, partnering with Wealth Advisors to deliver comprehensive, data-driven advice for multi-generational families. You will source COIs and coordinate resources to enhance client retention and revenue.

The role requires deep technical knowledge of wealth planning, strong communication, and leadership across the Advice and Planning Group to drive positive client outcomes.

Qualifications

• Complex technical knowledge of financial planning topics including tax, investments, retirement and estate planning.
• Proven ability to motivate clients to take action and engage in planning.
• Bachelor’s degree and relevant professional experience in financial services.
• Advanced communication and relationship skills with clients and colleagues.
• Strong computer software skills, especially Microsoft Office Suite.
• Certifications listed (JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA) or equivalent.
• Analytical problem solving and ability to lead planning discussions and projects.
• Experience with group facilitation, presentations, and public speaking.
• Ability to lead and manage projects withinAdvice and Planning Group.

Responsibilities

• Lead UHNW multi-generational wealth planning and strategy for $25MM+ clients.
• Partner with internal and external COIs to attract, grow and retain UHNW relationships.
• Execute the financial planning process from data gathering to presentation of recommendations.
• Ensure planning engagements comply with internal policies and regulatory guidelines.
• Maintain proficiency in planning software and company systems for optimal outcomes.
• Integrate wealth advice process into practice management and team workflows.
• Engage in regional meetings and share insights with the Advice and Planning Group.

Skills

Financial planning

Client communication

Advanced analytical skills

Group facilitation

Public speaking

Relationship skills

Education

Bachelor’s degree

Certifications: JD/LLM/MSFS/ChFC/CFP/CPA

Tools

Microsoft Office Suite

Job description

Truist Wealth seeks a senior specialist to manage and prepare UHNW financial and estate plans, partnering with Wealth Advisors to deliver comprehensive, data-driven advice for multi-generational families. You will source COIs and coordinate resources to enhance client retention and revenue.

The role requires deep technical knowledge of wealth planning, strong communication, and leadership across the Advice and Planning Group to drive positive client outcomes.