Senior Wealth Strategist

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 12+ yearsEducation: bachelorsSkills: ["Communication","Relationship building","Analytical skills","Problem solving","Time management"]

Lead complex Ultra High Net Worth (UHNW) financial and estate planning for multi-generational families, partnering with Wealth Advisors and centers of influence to drive client retention and positive outcomes. Execute the advice and planning process end-to-end—diagnosing documents and circumstances, developing recommendations, and monitoring implementation—while ensuring compliance with internal, regulatory, and legal requirements. Maintain planning software proficiency and act as a subject-matter expert in key Elements of Wealth areas.

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FursaFursa
Truist Financial
Truist Financial
2 months ago

Senior Wealth Strategist

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Last checked: 13 days agoStatus: Live

Job Summary

Lead complex Ultra High Net Worth (UHNW) financial and estate planning for multi-generational families, partnering with Wealth Advisors and centers of influence to drive client retention and positive outcomes. Execute the advice and planning process end-to-end—diagnosing documents and circumstances, developing recommendations, and monitoring implementation—while ensuring compliance with internal, regulatory, and legal requirements. Maintain planning software proficiency and act as a subject-matter expert in key Elements of Wealth areas.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Lead complex UHNW multi-generational wealth planning and strategy, including wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning, and asset protection.
  • •Execute the financial planning and advice process end-to-end: identify goals, gather data, analyze options, develop and present recommendations, and partner to monitor implementation.
  • •Ensure planning engagements comply with internal policies, regulatory requirements, and legal guidelines, including identifying at-risk situations and escalating appropriately.
  • •Maintain proficiency in planning software and company systems to analyze client needs and determine advantageous outcomes.
  • •Partner with centers of influence to attract, grow, and retain UHNW relationships and represent Truist in relevant civic/community/government/banking/professional groups.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •Complex technical knowledge of financial planning topics including income tax, investments, retirement planning, insurance, estate planning, and business planning.
  • •Bachelor’s degree and proven professional work experience with demonstrated competency in the financial industry.
  • •Advanced communication and relationship skills, with proven ability to get clients to take action.
  • •At least one: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study.
  • •Strong computer skills, including Microsoft Office Suite, plus advanced analytical and problem-solving abilities.
Experience:12+ yearsUHNW
Education:Bachelor's
Skills:CommunicationRelationship buildingAnalytical skillsProblem solvingTime management
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