Senior Planning Strategist

Ultra High Net Worth Financial Advisor

Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and centers of influence (COIs) to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of advice and planning.

Expertise: Broad knowledge across all Elements of Wealth, subject matter expert (SME) and thought leader in one or more 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. Keeps current on estate, tax and planning trends and their application to solutions for our clients.

Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above. Leads and is primarily responsible for proactive and comprehensive advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning, asset protection, executive benefits and business owner planning.

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.

Complex 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.

The ability to lead and manage projects relevant to the Advice and Planning Group.

Twelve years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries.