Senior Wealth Strategist - HNW Planning & Advisory
Truist
Truist Wealth is seeking an experienced professional to manage complex financial planning for High Net Worth clients (typically $5MM+). You will deliver comprehensive analyses and actionable recommendations, coordinating with wealth advisors and COIs to drive client outcomes and retention. The role emphasizes thought leadership, cross-functional collaboration, and ongoing professional development within the Advice and Planning Group, with opportunities to impact revenue and client satisfaction. #J-18808-Ljbffr Truist
Vacancy posted 1 day ago
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