Senior Advice & Planning Analyst

Responsibilities Responsible for managing and preparing High Net Worth (typically $5MM+ in assets under management) financial and estate plans Completes diagnostic review of financial and estate planning documents Leads comprehensive wealth planning and strategy Proven ability to effectively execute the financial planning and advice process Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures Maintain proficiency in all planning software Demonstrate strong understanding of the advice and planning process Actively engage in Advice and Planning Group and regional Wealth meetings Proactively engage in the growth and development of teammates Workflow prioritization and time management Create strong working relationships with internal partners and external COIs Subject matter expert in specific knowledge area within the Elements of Wealth related to complex financial planning concepts Maintain and pursue professional credentials that are necessary or enhance ability to deliver superior client solutions. Will work primarily in the region assigned; may also be utilized virtually or outside of the assigned region Requirements Advanced technical knowledge of issues relating to financial planning including: 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 Professional work experience with demonstrated competency in financial industry Advanced communication and relationship skills Strong computer software and related technical skills including Microsoft Office Suite At least one of the following: 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. #J-18808-Ljbffr Jobtailor