Wealth Planning Analyst: UHNW Clients

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

Benefits offered by this job

Medical, dental, vision insurance

401k plan

Paid vacation and sick days

Job summary

Truist is seeking a Wealth Planning Analyst III to support the Wealth relationship team. You will craft advanced financial plans for High Net Worth clients, applying expert judgment to model, analyze, and interpret client data and documents.

You will develop proficiency in planning software, collaborate with teammates, and contribute to internal processes and knowledge sharing while maintaining up-to-date knowledge of planning concepts and laws.

Qualifications

• Professional work experience with demonstrated competency in financial planning for affluent clients.
• Strong knowledge of income tax, investments, retirement planning and estate planning for High Net Worth clients.
• Ability to work independently, exercise judgement and manage workloads.
• Strong communication and relationship skills.
• Bachelor’s degree or equivalent education

Responsibilities

• Create financial plans for Truist APG clients and prospects leveraging expert judgment.
• Develop and maintain proficiency in relevant software and systems.
• Collaborate with teammates to craft financial planning strategies and deliverables.
• Meet client meetings and calls to discuss plans and observations.
• Contribute to APG Team advice content and training.

Skills

Advanced financial planning

Strong communication

Independent work

Microsoft Office Suite

Client relationship skills

Education

Bachelor’s degree or equivalent education

JD/LLM/MS in Taxation/MSFS/CPA/CFA or equivalent

Graduate degree in business/finance/law

Tools

Financial planning tools

Microsoft Office

Job description

Truist is seeking a Wealth Planning Analyst III to support the Wealth relationship team. You will craft advanced financial plans for High Net Worth clients, applying expert judgment to model, analyze, and interpret client data and documents.

You will develop proficiency in planning software, collaborate with teammates, and contribute to internal processes and knowledge sharing while maintaining up-to-date knowledge of planning concepts and laws.