Wealth Planning Analyst - HNW Advisory

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

Benefits offered by this job

401k plan

Vacation & sick days

Paid holidays

Pension plan

Deferred compensation

Job summary

Truist is seeking an Advice and Planning Analyst III to support the Wealth relationship team in delivering advanced planning services to High and Ultra-High Net Worth clients. The role involves creating financial plans, leveraging expert judgement, and collaborating to improve planning processes and client outcomes.

The position emphasizes maintaining up-to-date planning knowledge, effective communication, and potential client meetings.

Qualifications

• Professional work experience in financial planning for affluent clients.
• Strong, expert level knowledge of tax, investments, debt management, retirement, employee benefits, stock options, insurance, estate planning for High Net Worth clients.
• Ability to work independently, exercise judgement and prioritize workload.
• Strong communication and relationship skills.
• Bachelor’s degree or equivalent education and training.

Responsibilities

• Create financial plans for Truist APG clients and prospects, applying expert level judgement to model and interpret client data.
• Develop and maintain proficiency in relevant software and systems.
• Collaborate with teammates to create financial planning strategies and deliverables.
• Manage workload and prioritize based on goals and communication.
• Convey complex financial planning information clearly to teammates.
• Improve internal platforms and processes through meetings and conferences.
• Adhere to planning processes, policies, regulations, and risk management.
• Maintain up-to-date knowledge of complex financial planning concepts and applicable laws.
• Participate in client meetings when caseload allows.
• Contribute to APG team content, training, and development.

Skills

Financial planning

Communication skills

Microsoft Office

Independent work

Taxation knowledge

Education

JD / LLM / MS in Taxation

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

Financial planning tools

Job description

Truist is seeking an Advice and Planning Analyst III to support the Wealth relationship team in delivering advanced planning services to High and Ultra-High Net Worth clients. The role involves creating financial plans, leveraging expert judgement, and collaborating to improve planning processes and client outcomes.

The position emphasizes maintaining up-to-date planning knowledge, effective communication, and potential client meetings.