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Wealth Strategist III
Truist Financial
Richmond, VA
Full time
BankingFinanceWealth Planning
Posted 245 day(s) ago


Responsible for delivering advanced estate and financial planning advice to high-net-worth clients (typically $10MM+ in assets under management) at Truist. Focus on driving positive client outcomes, contributing to revenue, and enhancing client retention.


Key Responsibilities

  1. Expertise:
    • Maintain knowledge across Elements of Wealth
    • Analyze and apply complex financial planning techniques
    • Stay current on estate, tax, and planning trends
  2. Impact:
    • Empower clients to make confident financial decisions
    • Lead comprehensive wealth planning for high-net-worth families
    • Focus on wealth transfer, income tax planning, charitable planning, etc.
  3. Advice Process Excellence:
    • Execute financial planning and advice process
    • Identify goals, gather data, analyze options, develop recommendations
    • Partner for implementation and monitor progress
  4. Process Adherence & Risk Management:
    • Comply with internal policies, regulatory and legal guidelines
    • Identify at-risk situations and inform appropriate team members
  5. Technology Proficiency:
    • Maintain proficiency in planning software and company systems
  6. Advice Integration & Relevance:
    • Integrate Truist Wealth process into advice and planning model
    • Engage in group meetings and share insights
  7. Coaching & Team Development:
    • Contribute to growth of Advice and Planning Group
    • Offer guidance and constructive feedback
  8. Productivity & Communication:
    • Manage workflow and deadlines effectively
    • Communicate work status and results using appropriate systems
  9. Networking:
    • Build relationships with internal partners and external centers of influence
    • Represent Truist in professional and community groups
  10. Specialization:
    • Develop subject matter expertise in Elements of Wealth
  11. Personal Development:
    • Maintain and pursue professional credentials
    • Suggest process improvements aligned with Truist values

Qualifications Required:

  • Bachelor's degree
  • Professional experience in financial industry
  • Advanced communication and relationship skills
  • Strong computer and technical skills
  • At least one of: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA
  • Advanced analytical and problem-solving skills
  • Experience with presentations and public speaking
  • Project management skills

Preferred:

  • 10+ years experience in financial planning and wealth management
  • Experience advising high-net-worth clients

Benefits:


Eligible employees may receive:

  • Medical, dental, vision insurance
  • Life and disability insurance
  • 401k plan and tax-preferred savings accounts
  • Vacation, sick days, and paid holidays
  • Potential eligibility for pension plan, restricted stock units, deferred compensation

Equal Opportunity Employer:


Truist is an Equal Opportunity Employer committed to maintaining a diverse workforce and a drug-free workplace.


How to Apply