Senior Wealth Planning Strategist for HNW Clients

Truist Wealth seeks a Financial Planning Strategist to deliver sophisticated financial and estate planning for high-net-worth clients, typically with $5M+ AUM. You will partner with Wealth Advisors and internal specialists to develop customized strategies aligned with client objectives. You will conduct detailed analyses of financial, estate, and wealth transfer planning documents, present recommendations, and monitor progress. #J-18808-Ljbffr Truist