Truist Financial

2 weeks ago

Senior Wealth Strategist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans, partnering with Wealth Advisors and leveraging centers of influence to retain clients, improve outcomes, and drive impact revenue. Lead complex multi-generational planning strategy, conduct diagnostic reviews of planning documents, and deliver comprehensive analyses and recommendations. Ensure planning engagements follow Truist policies and regulatory requirements while maintaining proficiency in planning software and advising through meetings and conference calls.

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Lead and prepare UHNW multi-generational financial and estate plans, using expertise in wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning, asset protection, executive benefits, and business owner planning.
•Execute the advice process end-to-end by identifying and prioritizing goals, gathering and analyzing data, developing recommendations, partnering for implementation, and monitoring progress.
•Ensure planning engagements comply with internal policies and regulatory/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.
•Engage in group and regional wealth meetings, build relationships with internal partners and external centers of influence, and support team development.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Complex technical knowledge of financial planning topics including income tax, investments, 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 the financial industry.
•Advanced communication and relationship skills, plus strong computer skills including Microsoft Office Suite.

Education:Bachelor's

Skills:CommunicationRelationship buildingProblem solvingAnalytical thinkingPresentations

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

Website LinkedIn

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Truist Financial

2 weeks ago

Senior Wealth Strategist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Lead and prepare UHNW multi-generational financial and estate plans, using expertise in wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning, asset protection, executive benefits, and business owner planning.
•Execute the advice process end-to-end by identifying and prioritizing goals, gathering and analyzing data, developing recommendations, partnering for implementation, and monitoring progress.
•Ensure planning engagements comply with internal policies and regulatory/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.
•Engage in group and regional wealth meetings, build relationships with internal partners and external centers of influence, and support team development.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveSick DaysPaid Holidays

Key Requirements

•Complex technical knowledge of financial planning topics including income tax, investments, 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 the financial industry.
•Advanced communication and relationship skills, plus strong computer skills including Microsoft Office Suite.

Education:Bachelor's

Skills:CommunicationRelationship buildingProblem solvingAnalytical thinkingPresentations

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

Website LinkedIn