Truist Financial

3 weeks ago

Advice and Financial Planning Wealth Management Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Support wealth relationship teams by creating advanced financial plans for high and ultra-high net worth clients and prospects. Use expert knowledge to model, analyze, and interpret client documents and data, and deliver planning strategies and final plan deliverables with teammates. Maintain proficiency in relevant planning software and technology, follow financial planning process and protocols, and participate in client meetings and team training/content development.

Location: Atlanta, Charlotte, Richmond

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Create financial plans by modeling, analyzing, and interpreting client documents and data in line with the engagement scope.
•Develop and maintain proficiency in relevant software, systems, and technology used for planning.
•Collaborate with teammates to develop financial planning strategies, recommendations, and final plan deliverables.
•Manage and prioritize workload based on goals and communication with teammates, including effective internal communication practices.
•Follow financial planning processes and protocols, support ongoing risk management expectations, and participate in client meetings as appropriate.

Pay and Benefits

Salary: USD 86,500 - 164,350 annually

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•At least one advanced credential/course such as JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA, or equivalent advanced study.
•Professional experience demonstrating competency in financial planning for affluent clients.
•Expert technical knowledge of financial planning topics including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for high net worth clients.
•Ability to work independently with professional judgment and discretion while prioritizing and managing workload.
•Strong computer software skills, including relevant financial planning tools and Microsoft Office Suite.

Experience:Wealth management

Education:Professional (JD, MD, etc.)

Skills:CommunicationRelationship skillsProfessional judgementWorkload prioritizationCollaboration

Certifications:CFPCPACFAChFC

Languages:English

Tech Stack:Microsoft Office SuiteWebEx

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

Website LinkedIn

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Truist Financial

3 weeks ago

Advice and Financial Planning Wealth Management Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Atlanta, Charlotte, Richmond

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Create financial plans by modeling, analyzing, and interpreting client documents and data in line with the engagement scope.
•Develop and maintain proficiency in relevant software, systems, and technology used for planning.
•Collaborate with teammates to develop financial planning strategies, recommendations, and final plan deliverables.
•Manage and prioritize workload based on goals and communication with teammates, including effective internal communication practices.
•Follow financial planning processes and protocols, support ongoing risk management expectations, and participate in client meetings as appropriate.

Pay and Benefits

Salary: USD 86,500 - 164,350 annually

Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

•At least one advanced credential/course such as JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA, or equivalent advanced study.
•Professional experience demonstrating competency in financial planning for affluent clients.
•Expert technical knowledge of financial planning topics including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for high net worth clients.
•Ability to work independently with professional judgment and discretion while prioritizing and managing workload.
•Strong computer software skills, including relevant financial planning tools and Microsoft Office Suite.

Experience:Wealth management

Education:Professional (JD, MD, etc.)

Skills:CommunicationRelationship skillsProfessional judgementWorkload prioritizationCollaboration

Certifications:CFPCPACFAChFC

Languages:English

Tech Stack:Microsoft Office SuiteWebEx

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

Website LinkedIn