Truist

Wealth Management Analyst

Truist

full-time

Posted on:

Location Type: Office

Location: Atlanta • North Carolina • Virginia • United States

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About the role

  • 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
  • Create financial plans for Truist APG clients and prospects
  • Develop and maintain expert level proficiency in relevant software and systems
  • Exercise professional expertise in collaboration with teammates
  • Communicate with teammates to improve and strengthen internal platforms and processes
  • Adhere to financial planning process and protocols
  • Actively participate in client meetings and/or conference calls
  • Contribute to the creation of APG Team advice content, training, and peer & field development

Requirements

  • 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
Benefits
  • medical
  • dental
  • vision
  • life insurance
  • disability
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k
  • no less than 10 days of vacation
  • 10 sick days
  • paid holidays
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningincome taxinvestmentsdebt managementretirement planningemployee benefitsstock optionsinsuranceestate planning
Soft Skills
professional judgementdiscretionprioritizationcommunicationrelationship management
Certifications
JDLLMMS in TaxationMSFSChFCCFPCPACFA