Wealth Strategist II

Truist Financial
Richmond, Charlotte, Atlanta, Raleigh, Dallas
Full timeUSD 86,500 - 164,350 annuallyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Relationship building","Problem-solving","Analytical skills","Presentation"]

Manage high net worth clients’ estate and financial planning by performing diagnostic reviews of planning documents, identifying goals and objectives, and delivering tailored analysis and actionable recommendations. Partner with Wealth Advisors and internal teams to execute advice in compliance with policies, regulatory and legal guidelines, and to monitor progress. Serve as a subject matter expert across complex tax, investments, retirement, insurance, and estate planning, while supporting networking, coaching, and potential travel within the assigned region.

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Truist Financial
Truist Financial
2 days ago

Wealth Strategist II

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Job Summary

Manage high net worth clients’ estate and financial planning by performing diagnostic reviews of planning documents, identifying goals and objectives, and delivering tailored analysis and actionable recommendations. Partner with Wealth Advisors and internal teams to execute advice in compliance with policies, regulatory and legal guidelines, and to monitor progress. Serve as a subject matter expert across complex tax, investments, retirement, insurance, and estate planning, while supporting networking, coaching, and potential travel within the assigned region.
Location: Richmond, Charlotte, Atlanta, Raleigh, Dallas
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Lead comprehensive wealth planning and strategy for families with $5MM+ in assets under management, empowering clients to make progress toward financial goals.
  • •Execute the advice process by identifying and prioritizing objectives, gathering data, analyzing alternatives, and delivering recommendations while partnering for implementation and monitoring.
  • •Ensure planning engagements comply with internal policies, regulatory and legal guidelines; identify at-risk situations and keep appropriate teams informed.
  • •Maintain proficiency in planning software and company systems to analyze needs and determine advantageous outcomes.
  • •Serve as a subject matter expert and thought leader within the Elements of Wealth, supporting group meetings, coaching teammates, and networking with internal and external advisors. “],
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Travel: Low travel

Pay and Benefits

Salary: USD 86,500 - 164,350 annually
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •Advanced technical knowledge of financial planning topics including income tax, investments, debt management, retirement planning, benefits, stock options, insurance, and estate/business planning.
  • •Proven ability to get clients to take action.
  • •Bachelor’s degree.
  • •Professional work experience in the financial industry with demonstrated competency.
  • •Advanced communication and relationship skills with strong computer software skills, including Microsoft Office Suite.
Experience:Wealth managementFinancial planningHigh net worthInvestmentsEstate planning
Education:Bachelor's
Skills:CommunicationRelationship buildingProblem-solvingAnalytical skillsPresentation
Certifications:JDLLM in TaxationMS in TaxationMSFSChFCCFPCPA
Languages:English
Tech Stack:Microsoft Office Suite

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn