Wealth Strategist II

Truist Financial
Richmond, Washington
Workplace: OnsiteFull timeUSD 86,500 - 164,350 annuallyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Relationship-building","Public speaking","Problem-solving","Analytical thinking"]

Deliver sophisticated financial and estate planning for high-net-worth clients (typically $5M+ AUM), leading comprehensive wealth planning engagements and translating client goals into actionable recommendations. Execute the advice process end-to-end—goal identification, data gathering, analysis, recommendations, and progress monitoring—while ensuring compliance with internal policies and regulatory requirements. Partner with Wealth Advisors and internal/external Centers of Influence, maintain planning-system proficiency, and support business development and retention.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
1 day ago

Wealth Strategist II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Deliver sophisticated financial and estate planning for high-net-worth clients (typically $5M+ AUM), leading comprehensive wealth planning engagements and translating client goals into actionable recommendations. Execute the advice process end-to-end—goal identification, data gathering, analysis, recommendations, and progress monitoring—while ensuring compliance with internal policies and regulatory requirements. Partner with Wealth Advisors and internal/external Centers of Influence, maintain planning-system proficiency, and support business development and retention.
Location: Richmond, Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Lead comprehensive wealth planning and strategy for high-net-worth families with $5MM+ in assets under management.
  • •Execute the financial planning and advice process from goal identification and data gathering through analysis, recommendations, implementation partnership, and monitoring progress.
  • •Ensure planning engagements comply with internal policies, regulatory, and legal guidelines while identifying at-risk situations.
  • •Maintain proficiency in planning software and company systems to analyze client needs and determine advantageous outcomes.
  • •Build strong relationships with internal partners and external Centers of Influence (e.g., attorneys and accountants) and represent Truist in civic and professional groups.
Travel: Low travel

Pay and Benefits

Salary: USD 86,500 - 164,350 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid Holidays

Key Requirements

  • •Advanced technical knowledge of financial planning topics including income tax, investments, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning.
  • •Bachelor’s degree.
  • •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 coursework.
  • •Advanced communication and relationship skills with strong computer software skills, including Microsoft Office Suite.
Experience:Financial servicesWealth managementEstate planningTaxHigh-net-worthPrivate wealth
Education:Bachelor's
Skills:CommunicationRelationship-buildingPublic speakingProblem-solvingAnalytical thinking
Certifications:CFPCPAChFC
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