Strategist (Full-Time

After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Regular Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:
Responsible for managing and preparing High Net Worth (typically $5MM+ in assets under management at Truist financial and estate plans using their background and strong technical planning expertise to drive positive client outcomes, contribute to impact revenue and enhance client retention. Completes diagnostic review of financial and estate planning documents, along with client objectives and priorities, leading to delivery of a comprehensive analysis and solution presentation. Success is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of estate and financial planning analysis and targeted, actionable advice. Expertise: Remains knowledgeable, current, and effective on estate, tax and planning trends across the Elements of Wealth. Ability to analyze and apply planning techniques to activate positive outcomes for clients. Impact: Leads comprehensive wealth planning and strategy, typically with families with assets under management at Truist of $5MM and above. Empower clients to take action and confidently make decisions to make progress towards their financial goals. Recognize financial planning and implementation opportunities and effectively communicate them to the client and appropriate Truist teammates throughout the planning process.
Advice Process Excellence: 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, developing and presenting recommendations, partnering for implementation and monitoring progress.
Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures, as well as regulatory and legal guidelines. Identifies at risk situations and keeps appropriate team members and management informed.
Technology: Maintain proficiency in all planning software as well as company systems in order to not only analyze a client's needs but to efficiently determine the most advantageous outcomes.
Advice Integration: 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 the Truist Wealth process seamlessly into advice and planning model and relevant practice management models.
Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant experiences, insight, and topics related to advice and planning. Coaching/Team Development: Proactively engage in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth. Regularly collaborate, offer guidance, suggestions, and constructive feedback across Advice and Planning Group responsibilities.
Networking: Create strong working relationships with internal partners and external COI’s (attorneys, accountants, and other advisors) that work with Truist Wealth segments to assure quality engagements and increased business opportunity. Represent Truist in civic, community, government, banking and professional groups.
Specialization/Thought Leader: Subject matter expert (SME) and thought leader in a specific knowledge area within the Elements of Wealth related to complex financial planning concepts and be a resource for the advice and planning group in that area.
Personal and Professional Development: Assume additional responsibilities as requested by APG leadership and suggest enhancement ideas or other process improvements that align with the Truist Purpose, Mission and Values.
Travel: Will work primarily in the region assigned; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Advanced 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.
Bachelor’s degree
Professional work experience with demonstrated competency in financial industry
Strong computer software and related technical skills including Microsoft Office Suite
JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study
Seven years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries
Experience advising HNW clients
The ability to lead and manage projects relevant to the Advice and Planning Group

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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.