Truist · 2 months ago
Wealth Strategist III
Philadelphia, PA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expTruist Bank is seeking a Wealth Strategist III to provide advanced estate and financial planning advice to high-net-worth clients. The role involves leveraging internal and external resources to deliver comprehensive financial solutions, ensuring compliance with internal policies and regulations while enhancing client outcomes and retention.
BankingFinanceFinancial Services
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
Recognize financial planning and implementation opportunities and effectively communicate them to the client and appropriate Truist teammates
Leads comprehensive HNW wealth planning and strategy, typically with families with assets under management at Truist of $10MM and above, 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
Identifies at risk situations and keeps appropriate team members and management informed
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
Ability to integrate the Truist Wealth process seamlessly into advice and planning model and relevant practice management models
Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls
Share relevant experiences, insight, and topics related to advice and planning
Be a valuable thought leader and relevant partner within supported markets
Proactively engage in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth
Regularly collaborate, offer guidance, suggestions, and constructive feedback across Advice and Planning Group responsibilities
Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources
Communicate current and ongoing status of work as well as results of those efforts using appropriate systems
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
Represent Truist in civic, community, government, banking and professional groups
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
Assume additional responsibilities as requested by APG leadership and suggest enhancement ideas or other process improvements that align with the Truist Purpose, Mission and Values
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
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 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
Preferred
Ten years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries
Experience advising HNW 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
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