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

Lead complex Ultra High Net Worth (UHNW) multi-generational financial and estate planning engagements, partnering with Wealth Advisors and internal/external centers of influence to attract, grow, and retain client relationships. Execute a disciplined advice process—diagnosing financial and estate documents, developing and presenting recommendations, and supporting implementation and monitoring—while staying current on estate and tax planning trends. Maintain proficiency in planning software and advise teammates through coaching and thought leadership.

Location: Raleigh

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide broad expertise across Elements of Wealth and serve as a subject matter expert (SME) for complex financial planning concepts.
•Lead UHNW multi-generational wealth planning and strategy for families with assets under management at Truist of $25MM and above.
•Execute the financial planning and advice process from goal identification and data gathering through recommendations, implementation partnership, and monitoring.
•Conduct planning engagements in compliance with internal policies, as well as regulatory and legal guidelines, and identify at-risk situations.
•Maintain proficiency in planning software and company systems, and coach teammates while participating in advice and planning group meetings and calls.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

•Complex technical knowledge of financial planning topics including income tax, investments, 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.
•One of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced study; plus advanced communication, analytical, and problem-solving skills.

Experience:UHNWWealth managementFinancial planning

Education:Bachelor's

Skills:CommunicationRelationship buildingPresentationProblem-solvingAnalytical thinkingProject managementCoaching

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: Raleigh

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide broad expertise across Elements of Wealth and serve as a subject matter expert (SME) for complex financial planning concepts.
•Lead UHNW multi-generational wealth planning and strategy for families with assets under management at Truist of $25MM and above.
•Execute the financial planning and advice process from goal identification and data gathering through recommendations, implementation partnership, and monitoring.
•Conduct planning engagements in compliance with internal policies, as well as regulatory and legal guidelines, and identify at-risk situations.
•Maintain proficiency in planning software and company systems, and coach teammates while participating in advice and planning group meetings and calls.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionEquity

Key Requirements

•Complex technical knowledge of financial planning topics including income tax, investments, 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.
•One of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced study; plus advanced communication, analytical, and problem-solving skills.

Experience:UHNWWealth managementFinancial planning

Education:Bachelor's

Skills:CommunicationRelationship buildingPresentationProblem-solvingAnalytical thinkingProject managementCoaching

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