Advice and Financial Planning Wealth Management Analyst

Overview

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Regular or Temporary:
Regular

Language Fluency:
English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

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 including adding to the collective expertise of the group, educating teammates, and improving service, processes, and systems.

• Create financial plans for Truist APG clients and prospects in adherence to the scope of the engagement by applying expert level professional expertise, experience and judgement to model, analyze, and interpret client documents and data.
• Develop and maintain expert level proficiency in relevant software and systems and other technology.
• Exercise professional expertise, experience and judgement in collaboration with teammates to create financial planning strategies, recommendations, and other final plan deliverables
• Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates.
• Develop and maintain expert level communication practices to effectively convey relevant client financial planning information and observations to teammates through regular, established practices (i.e. meetings, Web Ex, conference calls, etc.).
• Communicate with teammates to improve and strengthen internal platforms and processes through APG team meetings and conference calls.
• Adhere to financial planning process and protocols, demonstrating effectiveness, efficiency, and flexibility as appropriate. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations.
• Maintain relevant and up-to-date expert level knowledge regarding complex financial planning concepts, strategies, and applicable laws.
• Apply relevant and up-to-date expert level knowledge regarding complex financial planning concepts, strategies, and applicable laws to financial planning modeling.
• Maintain relevant and up-to-date knowledge regarding complex business entity planning concepts, strategies, and applicable laws.
• Actively participate in client meetings and/or conference calls as appropriate and as caseload allows.
• Contribute to the creation of APG Team advice content, training, and peer & field development.
• The Advice and Planning Analyst III may have the opportunity to meet with clients and prospective clients on a periodic basis, but this is not required.

Required Qualifications:

• 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

Preferred Qualifications:

• Graduate degree in business,…