Wealth Strategist II

Truist

Wealth Strategist II developing financial and estate plans for Truist’s high-net-worth clients. Delivering advanced planning advice, recommendations, and implementation support through Truist’s financial services platform.

Posted 8/19/2026full-timeRichmond • North Carolina, Texas, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $86,500 - $164,350 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced technical knowledge in financial planning, including income tax, investments, estate planning, and business planning, while effectively managing client relationships and leading project initiatives. Proven ability to execute comprehensive financial strategies and facilitate client action toward financial goals.

Highest-signal resume keywords

Financial Planning ExpertiseClient Relationship ManagementAdvanced Communication SkillsProject ManagementWealth Management Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Financial PlanningEstate PlanningInvestment ManagementTax PlanningDebt ManagementRetirement PlanningInsurance PlanningBusiness PlanningAnalytical SkillsProblem Solving

Soft Skills

Relationship BuildingGroup FacilitationPublic SpeakingCoachingTime Management

Tools & Technologies

Microsoft Office SuitePlanning Software

Certifications & Qualifications

JDLLM in TaxationMS in TaxationMSFSChFCCFPCPA

Industry Keywords

High Net Worth ClientsWealth AdvisorsComplianceRegulatory RequirementsFinancial GoalsCivic EngagementCommunity RepresentationAdvice and Planning Group

About the role

Key responsibilities & impact

Manage and prepare financial and estate plans for High Net Worth clients, typically with $5MM+ in assets under management at Truist
Leverage internal and external resources and centers of influence with Wealth Advisors to provide subject matter expertise
Review financial and estate planning documents, client objectives, and priorities
Deliver comprehensive analysis and solution presentations
Lead wealth planning and strategy and help clients act toward financial goals
Identify financial planning and implementation opportunities and communicate them to clients and Truist teammates
Execute the financial planning and advice process from goal identification and data gathering through analysis, recommendations, implementation partnership, and progress monitoring
Execute planning engagements in compliance with internal policies, regulatory requirements, and legal guidelines
Identify at-risk situations and inform appropriate team members and management
Maintain proficiency in planning software and company systems
Integrate the Truist Wealth advice and planning process into relevant models
Participate in Advice and Planning Group and regional Wealth meetings and conference calls
Coach and develop teammates across Truist Wealth
Prioritize workflow, manage time, meet deadlines, and allocate resources
Build relationships with internal partners and external COIs, including attorneys, accountants, and other advisors
Represent Truist in civic, community, government, banking, and professional groups
Serve as a subject matter expert and thought leader in complex financial planning concepts
Maintain and pursue relevant professional credentials and suggest process improvements
Work primarily in the assigned region, with possible virtual or out-of-region work based on client complexity

Requirements

What you’ll need

Bachelor’s degree
Professional work experience with demonstrated competency in financial industry
Advanced technical knowledge of 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
At least one of: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study
Advanced communication and relationship skills
Strong computer software and related technical skills, including Microsoft Office Suite
Advanced written, verbal, problem solving, and analytical skills
Proven experience with group facilitation, presentations, and public speaking
Preferred: seven years of experience in financial planning, wealth management, or affiliated industries
Preferred: experience advising HNW clients
Preferred: ability to lead and manage projects relevant to the Advice and Planning Group

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment insurance
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year, prorated as applicable
10 sick days, prorated as applicable
Paid holidays
Defined benefit pension plan, depending on position and division
Restricted stock units, depending on position and division
Deferred compensation plan, depending on position and division