Financial Planning Leader

Truist

Premier Financial Planning Leader enabling deepening client relationships for mass affluent clients. Managing financial plans, enhancing client retention, and educating Premier Bankers in the process.

Posted 5/28/2026full-timeDacula • North Carolina, Virginia • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Expertise & Impact: Subject matter expert (SME) and thought leader in financial planning concepts and be a resource for the advice and planning group in that area.
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.
Process Adherence: Execute planning engagements with clients in compliance with all internal policies and procedures, as well as regulatory and legal guidelines Identifies at risk situations and keeping team 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.
Coaching/Team Development: Proactively engage in the growth and development of teammates within Truist.
Productivity/Efficiency: Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources in accordance with opportunity and complexity.
Networking: Create strong working relationships with internal partners and external COI’s (attorneys, accountants, and other advisors).

Requirements

What you’ll need

Complex 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
CFP certification or comparable advanced knowledge course of study (JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA)
A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
Active FINRA licenses must be transferred within 60 days of job entry date.
Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role.
Strong interpersonal, sales and relationship management skills.
Advanced verbal, problem solving, and analytical skills
Proven experience with group facilitation, presentations, and public speaking
Strong computer software and related technical skills including Microsoft Office Suite
The ability to lead and manage projects relevant to Premier

Benefits

Comp & perks

medical
dental
vision
life insurance
disability
accidental death and dismemberment
tax-preferred savings accounts
401k plan
no less than 10 days of vacation during the first year of employment
10 sick days
paid holidays
defined benefit pension plan (may be available depending on the position)
restricted stock units (may be available depending on the position)
deferred compensation plan (may be available depending on the position)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningincome taxinvestmentsdebt managementretirement planningemployee benefitsstock optionsinsuranceestate planningbusiness planning

Soft Skills

interpersonal skillssales skillsrelationship managementproblem solvinganalytical skillsgroup facilitationpresentation skillspublic speakingworkflow prioritizationtime management

Certifications

CFPJDLLMMS in TaxationMSFSChFCCPACFASecurities Industry Essentials (SIE)FINRA Series 7