Truist · 2 months ago
Senior Wealth Strategist
Houston, TX
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expTruist Bank is a prominent financial institution, and they are seeking a Senior Wealth Strategist to manage and prepare Ultra High Net Worth financial and estate plans. This role involves providing planning expertise, enhancing client retention, and collaborating with Wealth Advisors to attract new clients while executing comprehensive financial planning processes.
BankingFinanceFinancial Services
Responsibilities
Broad knowledge across all Elements of Wealth, subject matter expert (SME) and thought leader in one or more specific 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
Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above
Partners with internal and external centers of influence to attract, grow and retain UHNW client relationships
Leads and is primarily responsible for proactive and comprehensive advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning, asset protection, executive benefits and business owner planning
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 in accordance with opportunity and complexity
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 a specific 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; will likely also be utilized virtually or outside of the assigned region, based on complexity of the client relationship
Qualification
Required
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 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
Preferred
Twelve years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries
Experience with UHNW clients
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
2025-12-18
Company data provided by crunchbase