Wealth Planning Analyst – UHNW Advisory Specialist

Truist; Richmond (VA); On-site; USD 87,000 - 164,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist is seeking an Advice and Planning Analyst III to support the Wealth relationship team in delivering advanced planning advice to High and Ultra-High Net Worth clients. You will develop financial plans, model client documents, and apply expert knowledge of taxes and estate planning to build comprehensive plans.

You will work with teammates to create strategies, educate colleagues, and improve processes, while maintaining up-to-date knowledge of planning concepts and applicable laws.

Qualifications

• Professional work experience with financial planning for affluent clients.
• Expert knowledge of income tax, investments, debt, retirement planning, benefits, stock options, insurance, and estate planning for high net worth clients.
• Ability to work independently, exercise professional judgement, and manage workload.

Responsibilities

• Create financial plans for Truist APG clients and prospects using expert analysis.
• Develop proficiency in relevant software and systems.
• Collaborate with teammates to create planning strategies and final deliverables.
• Communicate with teammates to improve processes and platforms.

Skills

Strong communication

Independent work

Professional judgement

Microsoft Office Suite

Client service mindset

Education

Bachelor’s degree or equivalent

JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent

Tools

Financial planning tools

Job description

Truist is seeking an Advice and Planning Analyst III to support the Wealth relationship team in delivering advanced planning advice to High and Ultra-High Net Worth clients. You will develop financial plans, model client documents, and apply expert knowledge of taxes and estate planning to build comprehensive plans.

You will work with teammates to create strategies, educate colleagues, and improve processes, while maintaining up-to-date knowledge of planning concepts and applicable laws.