Advice and Financial Planning Wealth Management Analyst

Truist Bank • Atlanta, GA

18d

About The Position

Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth clients and prospects. Engages in activities that help drive the enhancement of the overall planning group including adding to the collective expertise of the group, educating teammates, and improving service, processes, and systems.

Requirements

• At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study.
• Professional work experience with demonstrated competency in financial planning for affluent clients.
• Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million.
• Strong, expert-level ability to work independently, exercise professional judgement and discretion, and prioritize to manage workload.
• Strong communication and relationship skills.
• Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite.
• Bachelor’s degree or equivalent education and related training

Nice To Haves

• Graduate degree in business, financial services, accounting, law, or other related discipline.
• Six years of professional work experience with demonstrated competency in wealth management for affluent clients.

Responsibilities

• Create financial plans for Truist APG clients and prospects in adherence to the scope of the engagement by applying expert level professional expertise, experience and judgement to model, analyze, and interpret client documents and data.
• Develop and maintain expert level proficiency in relevant software and systems and other technology.
• Exercise professional expertise, experience and judgement in collaboration with teammates to create financial planning strategies, recommendations, and other final plan deliverables
• Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates.
• Adhere to financial planning process and protocols, demonstrating effectiveness, efficiency, and flexibility as appropriate. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.
• Actively participate in client meetings and/or conference calls as appropriate and as caseload allows.
• Contribute to the creation of APG Team advice content, training, and peer & field development.
• The Advice and Planning Analyst III may have the opportunity to meet with clients and prospective clients on a periodic basis, but this is not required.

Benefits

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level