Senior Advice & Planning Analyst

The position involves managing and preparing High Net Worth (typically $5MM+ in assets under management) financial and estate plans, using strong technical planning expertise to drive positive client outcomes, contribute to revenue, and enhance client retention. The role leverages and sources internal and external resources and centers of influence (COIs) in conjunction with Wealth Advisors to provide subject‑matter expertise to clients and prospects. It requires a comprehensive diagnostic review of financial and estate planning documents, aligned with client objectives and priorities, leading to a detailed analysis and solution presentation. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) ESSENTIAL DUTIES AND RESPONSIBILITIES Expertise: Remains knowledgeable, current, and effective on estate, tax and planning trends across the Elements of Wealth. Analyses and applies planning techniques to achieve positive client outcomes. Handles moderately complex situations at all wealth levels. Impact: Leads comprehensive wealth planning and strategy for families with assets under management at Truist of $5MM+. Empowers clients to take action and make decisions that advance their financial goals. Recognizes financial planning and implementation opportunities and communicates them to clients and relevant Truist teammates. Advice Process Excellence: Executes the financial planning and advice process: identifies and prioritizes goals, gathers data, analyzes current and alternative courses of action, develops and presents recommendations, and partners for implementation and progress monitoring. Process Adherence: Conducts planning engagements in compliance with all internal policies, procedures, regulatory and legal guidelines. Identifies at‑risk situations and informs appropriate team members and management. Technology: Maintains proficiency in all planning software and company systems to analyze client needs and determine advantageous outcomes efficiently. Advice Integration: Demonstrates strong understanding of the advice and planning process, integrates the Truist Wealth process seamlessly into advice and planning models, and explains this to teammates, clients, and prospects. Relevance: Actively engages in advice and planning groups, regional wealth meetings, and conference calls. Shares relevant experiences, insights, and topics related to advice and planning, serving as a thoughtful partner within supported markets. Coaching/Team Development: Proactively engages in the growth and development of teammates within the advice and planning group and across Truist Wealth. Provides guidance, suggestions, and constructive feedback regularly. Productivity/Efficiency: Prioritizes workflow and manages time with sensitivity to deadlines and appropriate resource allocation based on opportunity and complexity. Networking: Builds strong working relationships with internal partners and external COIs (attorneys, accountants, and other advisors) and represents Truist in civic, community, government, banking, and professional groups to ensure quality engagements and increased business opportunity. Specialization/Thought Leader: Acts as a subject‑matter expert and thought leader in a specific knowledge area within the Elements of Wealth related to complex financial planning concepts, serving as a resource for the advice and planning group. Personal and Professional Development: Maintains and pursues professional credentials that enhance client solutions. Assumes additional responsibilities as requested by APG leadership and suggests process improvements aligned with Truist Purpose, Mission and Values. Travel: Works primarily in the assigned region; may also be utilized virtually or outside the region based on client complexity. QUALIFICATIONS Advanced technical knowledge of financial planning issues, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning. Proven ability to motivate clients to take action. Bachelor’s degree. Professional work experience with demonstrated competency in the financial industry. Advanced communication and relationship skills. Strong computer software and technical skills, including Microsoft Office Suite. At least one of the following credentials: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study. Advanced written, verbal, problem‑solving, and analytical skills. Proven experience with group facilitation, presentations, and public speaking. Preferred Qualifications Seven years of experience in financial planning and wealth management or affiliated industries. Experience advising HNW clients. Ability to lead and manage projects relevant to the advice and planning group. BENEFITS All regular teammates working 20 hours or more per week are eligible for Truist benefits, which include medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teams also receive at least 10 days of vacation (prorated based on hire date and full‑time or part‑time status) and 10 sick days (also prorated), plus paid holidays. Depending on the position and division, the role may also be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. For more details, see the Truist Benefits site. EEO AND OTHER STATEMENTS 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 any other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law. E‑Verify IER. Right to Work. #J-18808-Ljbffr Crump Life Insurance Svcs Inc