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Senior UHNW Wealth Planning Architect

Job in Richmond, Henrico County, Virginia, 23214, USA
Listing for: Truist
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Richmond, VA is seeking a Senior Advice and Planning Analyst to support the Wealth relationship team. The ideal candidate will have 8+ years of advisory experience with Ultra‑High Net Worth clients and possess a Bachelor's degree along with an advanced qualification. Responsibilities include delivering complex solutions, performing financial analysis, and engaging proactively with clients. This is a full-time position with competitive salary and extensive benefits.
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Position Requirements
10+ Years work experience
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