Wealth Strategist II

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Job summary

Truist Wealth is seeking a Senior Financial Planner to manage and deliver high-net-worth wealth and estate planning services. You will collaborate with Wealth Advisors, source COIs, and drive comprehensive analyses and actionable recommendations for clients and prospects.

The role emphasizes coordinating with the Advice and Planning Group, maintaining planning software proficiency, and delivering subject-matter expertise to enhance client outcomes and firm revenue.

Qualifications

• Advanced technical knowledge of financial planning topics including taxes, investments, debt, retirement and estate planning.
• Proven ability to persuade clients to take action and engage in planning.
• Strong communication and relationship skills; proficient with MS Office.

Responsibilities

• Execute the Advice and Planning process and identify goals, gather data, analyze options, and present recommendations.
• Ensure planning engagements comply with internal policies and regulatory guidelines; monitor progress.
• Maintain proficiency with planning software and company systems to deliver optimal client outcomes.
• Integrate wealth planning processes into team workflows and share insights within the group.

Skills

Financial planning knowledge

Client action motivation

Advanced communication

Analytical skills

Public speaking

Education

Bachelor's degree

JD / LLM / Tax/ MSFS / CPA or equivalent

Tools

Microsoft Office

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for managing and preparing High Net Worth (typically $5MM+ in assets under management at Truist financial and estate plans using their background and strong technical planning expertise to drive positive client outcomes, contribute to impact revenue and enhance client retention. Leverages and sources internal and external resources and centers of influence (COIs), in conjunction with Wealth Advisors to provide subject matter expertise to clients and prospects. Completes diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading to delivery of a comprehensive analysis and solution presentation. Success is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of estate and financial planning analysis and targeted, actionable advice.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives, gather data, analyze current course and potential alternative courses of action, developing and presenting recommendations, partnering for implementation and monitoring progress.
• Process Adherence: Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures, as well as regulatory and legal guidelines. Identifies at risk situations and keeps appropriate team members and management informed.
• Technology: Maintain proficiency in all planning software as well as company systems in order to not only analyze a client's needs but to efficiently determine the most advantageous outcomes.
• Advice Integration: Demonstrate strong understanding of the advice and planning process, how it relates to, is implemented, and is explained to teammates, clients, and prospects. Ability to integrate the Truist Wealth process seamlessly into advice and planning model and relevant practice management models.
• Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant experiences, insight, and topics related to advice and planning. Be a valuable thought leader and relevant partner within supported markets.
• Coaching/Team Development: Proactively engage in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth. Regularly collaborate, offer guidance, suggestions, and constructive feedback across Advice and Planning Group responsibilities.
• Productivity/Efficiency: Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources in accordance with opportunity and complexity.
• Networking: Create strong working relationships with internal partners and external COI’s (attorneys, accountants, and other advisors) that work with Truist Wealth segments to assure quality engagements and increased business opportunity. Represent Truist in civic, community, government, banking and professional groups.
• Specialization/Thought Leader: Subject matter expert (SME) and thought leader in a specific knowledge area within the Elements of Wealth related to complex financial planning concepts and be a resource for the advice and planning group in that area.
• Personal and Professional Development: Maintains and pursues professional credentials that are necessary or enhance ability to deliver superior client solutions. Assume additional responsibilities as requested by APG leadership and suggest enhancement ideas or other process improvements that align with the Truist Purpose, Mission and Values.
• Travel: Will work primarily in the region assigned; may also be utilized virtually or outside of the assigned region, based on complexity of the client relationship.

Qualifications

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Advanced technical knowledge of issues relating to financial planning including, but not limited to: income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning.
• Proven ability to get clients to take action.
• Bachelor’s degree
• Professional work experience with demonstrated competency in financial industry
• Advanced communication and relationship skills
• Strong computer software and related technical skills including Microsoft Office Suite
• At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study
• Advanced written, verbal, problem solving, and analytical skills
• Proven experience with group facilitation, presentations, and public speaking

Preferred Qualifications

• Seven years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries
• Experience advising HNW clients
• The ability to lead and manage projects relevant to the Advice and Planning Group

To comply with the Virginia pay transparency statute and for work locations in Virginia only:

The annual base salary for this position is $86,500 - $164,350.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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