Senior Advice & Planning Analyst

Truist

Senior Advice & Planning Analyst managing High Net Worth financial and estate plans at Truist. Leading wealth planning strategy and client engagement for $5MM+ asset portfolios.

Posted 5/31/2026full-timeRichmond • North Carolina, Texas, Virginia • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Responsible for managing and preparing High Net Worth (typically $5MM+ in assets under management) financial and estate plans
Completes diagnostic review of financial and estate planning documents
Leads comprehensive wealth planning and strategy
Proven ability to effectively execute the financial planning and advice process
Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures
Maintain proficiency in all planning software
Demonstrate strong understanding of the advice and planning process
Actively engage in Advice and Planning Group and regional Wealth meetings
Proactively engage in the growth and development of teammates
Workflow prioritization and time management
Create strong working relationships with internal partners and external COIs
Subject matter expert in specific knowledge area within the Elements of Wealth related to complex financial planning concepts
Maintain and pursue professional credentials that are necessary or enhance ability to deliver superior client solutions.
Will work primarily in the region assigned; may also be utilized virtually or outside of the assigned region

Requirements

What you’ll need

Advanced 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
Professional work experience with demonstrated competency in financial industry
Advanced communication and relationship skills
Strong computer software and related technical skills including Microsoft Office Suite
At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study
Advanced written, verbal, problem solving, and analytical skills
Proven experience with group facilitation, presentations, and public speaking.

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
10 sick days
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningestate planningincome taxinvestmentsdebt managementretirement planningemployee benefitsstock optionsinsurancebusiness planning

Soft Skills

communication skillsrelationship skillsproblem solvinganalytical skillsgroup facilitationpublic speakingworkflow prioritizationtime managementteam developmentclient engagement

Certifications

JDLLM in TaxationMS in TaxationMSFSChFCCFPCPA