Financial Planning Leader

Position Overview The Premier Financial Planning Leader is an enabler for deepening client relationships and deepening teammate skills/knowledge relative to mass affluent clients. Responsible for managing and preparing financial plans using background and deep technical planning expertise to drive positive client outcomes, new business revenue and enhance client retention/experience. Success is measured against the ability to positively impact clients, the Truist Premier organization and Truist overall through the effective delivery of advice and planning. Works with Premier Leadership to deepen the Financial Planning expertise within the Premier Banker population. Host and deliver formal continuing education meetings for Premier Bankers in an effort to impart subject matter expertise and upskill. Participate and at times lead financial plan delivery (client facing) in partnership with Premier Banker. Work in region assigned but also utilized nationally at times. Collaborate with partners to ensure financial plans meet internal standards and uphold high performance expected for Premier clients. Essential Duties and Responsibilities Subject matter expert (SME) and thought leader in financial planning concepts and be a resource for the advice and planning group in that area. Keeps current on planning trends and their application to solutions for our clients. In collaboration with Premier Bankers ensures complex clients receive expert-level service and advice. 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, develop and present recommendations, partner for implementation and monitoring progress. Execute planning engagements with clients in compliance with all internal policies and procedures, regulatory and legal guidelines. Identifies at risk situations and keeps team and management informed. Maintain proficiency in all planning software as well as company systems to analyze a client's needs and efficiently determine the most advantageous outcomes. 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 process seamlessly into advice and planning model and relevant practice management models. Proactively engage in the growth and development of teammates within Truist Premier. Regularly collaborate, offer guidance, suggestions, and constructive feedback across Premier. Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources in accordance with opportunity and complexity. Create strong working relationships with internal partners and external COI’s (attorneys, accountants and other advisors). Represent Truist in civic, community, government, banking and professional groups. Maintain and pursue professional credentials that are necessary or enhance ability to deliver superior client solutions. Assume additional responsibilities as requested by leadership and suggest enhancement ideas or other process improvements that align with the Truist Purpose, Mission and Values. Required Qualifications 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. Proven ability to get clients to take action. Bachelor’s degree. CFP certification or comparable advanced knowledge course of study (JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA). A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (or 63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health and Variable) must be active and maintained, or must be obtained within 100–150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment including new or transfer of registration and applicable NMLS acceptable background check. Strong interpersonal, sales and relationship management skills. Demonstrated ability to maintain productive working relationships with internal partners. Advanced verbal, problem solving and analytical skills. Proven experience with group facilitation, presentations and public speaking. Strong computer software and related technical skills including Microsoft Office Suite. Ability to lead and manage projects relevant to Premier. Preferred Qualifications 12 or more years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries. 5 or more years of leadership experience. Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Benefits include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and full‑time or part‑time status) during their first year of employment, along with 10 sick days and paid holidays. Depending on the position and division, the job may also be eligible for Truist’s defined benefit pension plan, restricted stock units and/or a deferred compensation plan. Employment Details Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Legal Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug‑Free Workplace. EEO is the Law. IER Right to Work. E‑Verify. #J-18808-Ljbffr Habitat For Humanity Of Durham