Wealth Strategist III

Advanced Estate And Financial Planning Advisor

Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets under management at Truist driving positive client outcomes, contribute to impact revenue, and enhance client retention. Leverages and sources internal and external resources and centers of influence (COIs) to provide subject matter expertise to clients and prospects. Completes complex diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading to delivery of a comprehensive analysis and solution presentation. Success is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of complex estate and financial planning analysis and targeted, actionable advice.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1a. Expertise: Remain knowledgeable, current, and effective across the Elements of Wealth, and may have subject matter expertise in one or more Elements. Ability to analyze and apply planning techniques to activate positive outcomes for clients. Ability to effectively handle highly complex situations at all levels of wealth, and keeps current on estate, tax and planning trends and their application to solutions for our clients.

1b. Impact: Empower clients to take action and confidently make decisions to make progress towards their financial goals. Recognize financial planning and implementation opportunities and effectively communicate them to the client and appropriate Truist teammates. Leads comprehensive HNW wealth planning and strategy, typically with families with assets under management at Truist of $10MM and above, including wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning, asset protection, executive benefits and business owner planning.

2. Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives, gather data, analyze current course and potential alternative courses of action, developing and presenting recommendations, partnering for implementation and monitoring progress.

3. Process Adherence: Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures, as well as regulatory and legal guidelines. Identifies at risk situations and keeps appropriate team members and management informed.

4. Technology: Maintain proficiency in all planning software as well as company systems in order to not only analyze a client's needs but to efficiently determine the most advantageous outcomes.

5. Advice Integration: Demonstrate strong understanding of the advice and planning process, how it relates to, is implemented, and is explained to teammates, clients, and prospects. Ability to integrate the Truist Wealth process seamlessly into advice and planning model and relevant practice management models.

6. Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant experiences, insight, and topics related to advice and planning. Be a valuable thought leader and relevant partner within supported markets.

7. Coaching/Team Development: Proactively engage in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth. Regularly collaborate, offer guidance, suggestions, and constructive feedback across Advice and Planning Group responsibilities.

8. Productivity/Efficiency: Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources. Communicate current and ongoing status of work as well as results of those efforts using appropriate systems.

9. Networking: Create strong working relationships with internal partners and external COI's (attorneys, accountants, and other advisors) that work with Truist Wealth segments to assure quality engagements and increased business opportunity. Represent Truist in civic, community, government, banking and professional groups.

10. Specialization/Thought Leader: Subject matter expert (SME) and thought leader in one or more knowledge area within the Elements of Wealth related to complex financial planning concepts and be a resource for the advice and planning group in that area.

11. Personal and Professional Development: Maintains and pursues professional credentials that are necessary or enhance ability to deliver superior client solutions. Assume additional responsibilities as requested by APG leadership and suggest enhancement ideas or other process improvements that align with the Truist Purpose, Mission and Values.

12. Travel: Will work primarily in the region assigned; may also be utilized virtually or outside of the assigned region, based on complexity of the client relationship.

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Complex technical knowledge of issues relating to financial planning including, but not limited to: income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning.

2. Proven ability to get clients to take action.

3. Bachelor's degree

4. Professional work experience with demonstrated competency in financial industry

5. Advanced communication and relationship skills

6. Strong computer software and related technical skills including Microsoft Office Suite

7. At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study

8. Advanced written, verbal, problem solving, and analytical skills

9. Proven experience with group facilitation, presentations, and public speaking

10. The ability to lead and manage projects relevant to the Advice and Planning Group

Preferred Qualifications:

1. Ten years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries

2. Experience advising HNW clients