Truist ยท 1 day ago
Senior Advice and Planning Analyst
Atlanta, GA
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expTruist Bank is seeking a Senior Advice and Planning Analyst to support the Wealth relationship team in delivering advanced planning advice to Ultra-High Net Worth clients. The role involves assisting with complex financial, tax, legacy, and estate planning matters while maintaining high standards of competency and quality in client deliverables.
BankingFinanceFinancial Services
Responsibilities
Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients with a primary focus on Ultra-High Net Worth (UHNW) 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
Will assist the wealth team members on the most complex financial, tax, legacy and estate planning matters including summarizing and evaluating complex financial documents, trust documents, wills, retirement accounts and other planning information for High and Ultra-High Net Worth clients and prospective clients
Must possess superior analytical and problem-solving skills while maintaining the highest standard of competency and work quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality
May be asked to meet with clients and prospective clients on a periodic basis
Qualification
Required
Eight years of client advisory experience working with high or ultra-high net worth families with some prior experience working exclusively in the ultra-high net worth space and/or family office setting
Bachelor's degree from an accredited institution, and at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or comparable advanced knowledge course of study
Proven superior technical knowledge of issues relating to financial planning in the High and Ultra-High Net Worth segments, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning
Track record of helping to drive new wealth management related revenue
Team-player, as well as have an ability to work in an independent work environment
Excellent communication, interpersonal skills and a proven ability to solve complex problems
Excellent technical skills including Excel, Power Point and the ability to quickly learn selected and/or proprietary financial planning software
Must be able to learn and multi-task in a fast-paced environment, using innovation in balancing and focusing on the highest priorities first each and every day to meet required deadlines
Proven experience with group facilitation, presentations, and/or public speaking
Strong written, verbal, problem solving, and analytical skills
Strong interpersonal and relationship management skills
Preferred
Experience in a prior financial professional field (i.e. accounting, law, tax, etc.)
Graduate degree in business, financial services, accounting, law, or other related discipline
Five years of prior experience working exclusively in the ultra-high net worth space and/or family office setting
Experience working in upper end of Ultra High Net Worth Space ($50MM+)
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 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
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