Wealth Management Analyst

Role Overview

• 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
• Create financial plans for Truist APG clients and prospects
• Develop and maintain expert level proficiency in relevant software and systems
• Collaborate with teammates to create financial planning strategies and recommendations
• Effectively manage and prioritize workload based on established goals
• Maintain expert level communication practices
• Participate in client meetings and/or conference calls
• Contribute to the creation of APG Team advice content, training, and peer & field development

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

Benefits

• Medical, dental, vision insurance
• Life insurance
• Disability benefits
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• 10 days vacation
• 10 sick days
• Paid holidays
• Defined benefit pension plan (depending on position)
• Restricted stock units (depending on position)
• Deferred compensation plan (depending on position)