Wealth Strategist III

Wealth Strategist III

Requirements

• Complex technical knowledge of issues relating to financial planning including, but not limited to: 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
• The ability to lead and manage projects relevant to the Advice and Planning Group.

Responsibilities

• Remain knowledgeable, current, and effective across the Elements of Wealth, and may have subject matter expertise in one or more Elements.
• Empower clients to take action and confidently make decisions to make progress towards their financial goals.
• Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives, gather data, analyze current course and potential alternative courses of action, developing and presenting recommendations, partnering for implementation and monitoring progress.
• Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures, as well as regulatory and legal guidelines.
• Maintain proficiency in all planning software as well as company systems in order to not only analyze a client’s needs but to efficiently determine the most advantageous outcomes.
• Demonstrate strong understanding of the advice and planning process, how it relates to, is implemented, and is explained to teammates, clients, and prospects.
• Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls.
• Proactively engage in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth.
• Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources.
• Create strong working relationships with internal partners and external COI’s (attorneys, accountants, and other advisors) that work with Truist Wealth segments to assure quality engagements and increased business opportunity.
• Subject matter expert (SME) and thought leader in one or more knowledge area within the Elements of Wealth related to complex financial planning concepts and be a resource for the advice and planning group in that area.
• Maintains and pursues 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, based on complexity of the client relationship.

Preferred Qualifications

• Ten years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries
• Experience advising HNW clients