Wealth Planning Analyst — High Net Worth

Truist; Atlanta (GA); On-site; USD 87,000 - 164,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401k plan

Paid vacation

Paid holidays

Job summary

Truist seeks an Advice and Planning Analyst III to support wealth relationship teams by delivering advanced planning for high and ultra-high net worth clients. You will enhance the planning group’s expertise, educate teammates, and improve service, processes, and systems.

The role requires expert financial planning knowledge, strong communication, and the ability to manage a demanding workload. Regular in-office collaboration and client meetings may occur.

Qualifications

• JD/LLM/MS in Taxation or equivalent advanced knowledge
• Experience in financial planning for affluent clients
• Expert knowledge of tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients
• Ability to work independently and prioritize workload
• Strong communication and relationship skills
• Strong computer software skills including financial planning tools and MS Office
• Bachelor’s degree or equivalent education and related training
• Graduate degree in business or related discipline (preferred)
• Six years of wealth management experience for affluent clients (preferred)

Responsibilities

• Create financial plans for Truist APG clients and prospects using expert analysis and client data.
• Develop and maintain expert level proficiency in relevant software and systems.
• Collaborate with teammates to craft financial planning strategies and final deliverables.
• Manage workload effectively and prioritize based on goals and team input.
• Communicate financial planning observations to teammates through meetings and calls.
• Contribute to APG process improvements, training, and content.
• May meet with clients and prospects periodically, as caseload allows.

Skills

Financial planning

Tax planning

Independent work

Communication skills

Microsoft Office

Education

Bachelor’s degree

Graduate degree preferred

Tools

Microsoft Office Suite

Job description

Truist seeks an Advice and Planning Analyst III to support wealth relationship teams by delivering advanced planning for high and ultra-high net worth clients. You will enhance the planning group’s expertise, educate teammates, and improve service, processes, and systems.

The role requires expert financial planning knowledge, strong communication, and the ability to manage a demanding workload. Regular in-office collaboration and client meetings may occur.