Senior Wealth Advisor
Truist Inc
Truist Wealth is seeking a Financial Planning Strategist to deliver sophisticated planning for high-net-worth clients, typically $5M+ AUM. You’ll partner with Wealth Advisors and internal specialists to craft holistic strategies aligned with client goals and trust ownership structures. You will analyze financial, estate, and wealth transfer documents, develop customized strategies, and present actionable recommendations to enhance client outcomes and retention while contributing to firm growth. #J-18808-Ljbffr
Vacancy posted 5 days ago
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