Advice and Financial Planning Wealth Management Analyst

Job Title

Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth clients and prospects. Engages in activities that help drive the enhancement of the overall planning group including adding to the collective expertise of the group, educating teammates, and improving service, processes, and systems.

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.

• Create financial plans for Truist APG clients and prospects in adherence to the scope of the engagement by applying expert level professional expertise, experience and judgement to model, analyze, and interpret client documents and data.
• Develop and maintain expert level proficiency in relevant software and systems and other technology.
• Exercise professional expertise, experience and judgement in collaboration with teammates to create financial planning strategies, recommendations, and other final plan deliverables.
• Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates.
• Adhere to financial planning process and protocols, demonstrating effectiveness, efficiency, and flexibility as appropriate. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.
• Actively participate in client meetings and/or conference calls as appropriate and as caseload allows.
• Contribute to the creation of APG Team advice content, training, and peer & field development.

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.

• At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study.
• Professional work experience with demonstrated competency in financial planning for affluent clients.
• Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million.
• Strong, expert-level ability to work independently, exercise professional judgement and discretion, and prioritize to manage workload.
• Strong communication and relationship skills.
• Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite.
• Bachelor's degree or equivalent education and related training

The annual base salary for this position is $86,500 - $164,350.