Wealth Planning Analyst for High Net Worth Clients

Truist; Charlotte (NC); On-site; USD 87,000 - 164,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Vacation days

Sick days

Paid holidays

Pension plan options

RSUs

Deferred compensation

Job summary

The Wealth planning analyst III at Truist supports the wealth relationship team by delivering advanced planning advice to High and Ultra-High Net Worth clients and prospects. You will contribute to the planning group by expanding expertise, educating teammates, and improving service, processes, and systems.

Responsibilities include creating financial plans, maintaining proficiency in planning tools, collaborating with teammates, managing workload, communicating insights, and participating in

Qualifications

• Professional work experience with demonstrated competency in financial planning for affluent clients.
• Strong, expert level knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million.
• Strong communication and relationship skills.
• Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite.

Responsibilities

• Create financial plans for Truist APG clients and prospects in adherence to the scope of the engagement by applying expert level professional expertise, experience and judgement to model, analyze, and interpret client documents and data.
• Develop and maintain expert level proficiency in relevant software and systems and other technology.
• Exercise professional expertise, experience and judgement in collaboration with teammates to create financial planning strategies, recommendations, and other final plan deliverables
• Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates.
• Develop and maintain expert level communication practices to effectively convey relevant client financial planning information and observations to teammates through regular, established practices (i.e. meetings, WebEx, conference calls, etc.).
• Communicate with teammates to improve and strengthen internal platforms and processes through APG team meetings and conference calls.

Skills

Wealth management

Strong communication

Independent work

Project management

Microsoft Office

Taxation knowledge

Education

JD

LLM

MS in Taxation

MSFS

ChFC

CFP

CPA

CFA

Bachelor’s degree or equivalent

Tools

Financial planning software

Data modeling

Job description

The Wealth planning analyst III at Truist supports the wealth relationship team by delivering advanced planning advice to High and Ultra-High Net Worth clients and prospects. You will contribute to the planning group by expanding expertise, educating teammates, and improving service, processes, and systems.

Responsibilities include creating financial plans, maintaining proficiency in planning tools, collaborating with teammates, managing workload, communicating insights, and participating in