Wealth Management Analyst

Truist

Wealth Management Analyst supporting Wealth relationship team delivering planning advice for affluent clients. Creating financial plans and collaborating on strategies using advanced financial planning tools.

Posted 6/26/2026full-timeAtlanta • North Carolina, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $86,500 - $164,350 per yearWebsite

About the role

Key responsibilities & impact

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
Collaborate with teammates to create financial planning strategies and recommendations
Effectively manage and prioritize workload based on established goals
Maintain expert level communication practices
Participate in client meetings and/or conference calls
Contribute to the creation of APG Team advice content, training, and peer & field development

Requirements

What you’ll need

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

Comp & perks

Medical, dental, vision insurance
Life insurance
Disability benefits
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
10 days vacation
10 sick days
Paid holidays
Defined benefit pension plan (depending on position)
Restricted stock units (depending on position)
Deferred compensation plan (depending on 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 planning

Soft Skills

communicationrelationship managementindependent workprofessional judgementdiscretionprioritizationcollaborationworkload management

Certifications

JDLLMMS in TaxationMSFSChFCCFPCPACFA