Truist Financial

2 months ago

Wealth Strategist III

✓ 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

Deliver advanced estate and financial planning for high-net-worth clients with $10MM+ in assets under management. Lead complex diagnostic reviews of financial and estate planning documents, develop comprehensive analyses and recommendations, and support implementation with internal teams and external centers of influence. Stay current on estate, tax, and planning trends, maintain proficiency in planning software and systems, and represent the organization in civic and professional groups to drive retention and impact.

Location: Miami

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide advanced estate and financial planning advice using complex planning techniques for HNW clients with $10MM+ AUM.
•Complete complex diagnostic reviews of financial and estate planning documents and present comprehensive analysis and solutions.
•Execute the financial planning and advice process: identify/prioritize goals, gather data, analyze alternatives, develop recommendations, partner for implementation, and monitor progress.
•Ensure engagements comply with internal policies, regulatory and legal guidelines; identify at-risk situations and keep teams informed.
•Maintain proficiency in planning software and company systems, and represent Truist in relevant civic, community, government, banking, and professional groups.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

•Complex technical knowledge of financial planning (income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning).
•Advanced communication and relationship skills, with proven ability to get clients to take action.
•Bachelor’s degree and professional work experience with demonstrated competency in the financial industry.
•At least one of: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study.
•Strong computer software skills, including Microsoft Office Suite, and advanced written/verbal/problem-solving/analytical abilities.

Experience:Financial planningWealth managementEstate planningHigh-net-worth (HNW)

Education:Bachelor's

Skills:CommunicationRelationship buildingProblem-solvingAnalytical skillsPublic speaking

Certifications:JDLLM in TaxationMS in TaxationMSFSChFCCFPCPA

Languages:English

Tech Stack:Microsoft Office SuitePlanning software

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 months ago

Wealth Strategist III

✓ 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: Miami

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide advanced estate and financial planning advice using complex planning techniques for HNW clients with $10MM+ AUM.
•Complete complex diagnostic reviews of financial and estate planning documents and present comprehensive analysis and solutions.
•Execute the financial planning and advice process: identify/prioritize goals, gather data, analyze alternatives, develop recommendations, partner for implementation, and monitor progress.
•Ensure engagements comply with internal policies, regulatory and legal guidelines; identify at-risk situations and keep teams informed.
•Maintain proficiency in planning software and company systems, and represent Truist in relevant civic, community, government, banking, and professional groups.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

•Complex technical knowledge of financial planning (income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning).
•Advanced communication and relationship skills, with proven ability to get clients to take action.
•Bachelor’s degree and professional work experience with demonstrated competency in the financial industry.
•At least one of: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study.
•Strong computer software skills, including Microsoft Office Suite, and advanced written/verbal/problem-solving/analytical abilities.

Experience:Financial planningWealth managementEstate planningHigh-net-worth (HNW)

Education:Bachelor's

Skills:CommunicationRelationship buildingProblem-solvingAnalytical skillsPublic speaking

Certifications:JDLLM in TaxationMS in TaxationMSFSChFCCFPCPA

Languages:English

Tech Stack:Microsoft Office SuitePlanning software

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