Truist · 21 hours ago
Senior Advice and Planning Analyst
Richmond, VA
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expTruist is a financial services company seeking a Senior Advice and Planning Analyst to support its Wealth relationship team. The role focuses on delivering advanced planning advice to Ultra-High Net Worth clients, requiring superior analytical skills and a strong understanding of complex financial matters.
BankingFinanceFinancial Services
Responsibilities
Providing complex actionable solutions commensurate with the scope of the most complex UHNW client needs with advanced deliverables and solutions that relate back to that scope
Delivering solutions commensurate with UHNW families’ needs that may include: Complex review, analysis and diagram of existing estate plan and modeling of advanced estate, legacy and tax planning options/strategies
Creation of complex personal balance sheets, budgeting and other advanced customized financial statements; Capital sufficiency and other complex custom financial planning analysis commensurate with the needs of UHNW families
Proactively engaging with the team and clients to assess and discover appropriate scope of customized, complex UHNW client needs
Demonstrating superior understanding of the advice and planning process, how it relates to, is implemented, and is explained to teammates UHNW clients, and prospects
Proven ability to effectively execute the financial planning and advice process as it relates to the needs of UHNW families including: Identifying and prioritizing goals and objectives, gathering data, analyzing current course and potential alternative courses of action, developing and presenting recommendations, partnering for implementation and monitoring progress
Maintaining an efficient, effective, prioritized workload and workflow
Communicating current and ongoing status of work to team and client as well as results of those efforts using appropriate systems
Practicing superior time management, sensitivity to deadlines and appropriate allocation of resources in accordance with opportunity and complexity
Helping drive new revenue by participation in creation, planning and or attendance at strategy sessions and client new business/opportunity presentations and meetings
Delivering superior level of client service to retain clients
Anticipating client and advisor needs through proactive behavior, taking of initiative and keeping constant communication
Identifying at risk situations and keeping team and management informed
Cultivating relationships with next generation beneficiaries leading to our ability to enhance our client families’ experience as well as being able to continue working with families across wealth transition events
Keeping current on the most advanced estate, tax and planning trends and their application to the Elements of Wealth as they relate to solutions for our clients
Maintaining and pursuing professional credentials that are necessary or enhance ability to deliver superior client solutions to High and Ultra-High Net Worth clients
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
Acts a leader in helping to empower our team and organization through activities that make us deeper in expertise, efficiency and overall breadth of superior advice
Participation in white papers and group initiatives relating to complex Elements of Wealth, helping to build, maintain and improve tools, systems as well as volunteering for projects that improve our ability to deliver superior advanced advice across all teams
Acts a leader in proactively engaging in the growth and development of teammates within the Advice and Planning Group and across the High and Ultra-High Net Worth segments
Regularly collaborating, offering guidance, suggestions, and constructive feedback to teammates including intra-team development and mentorship, helping out workload of other teammates and collaborating on presentations, projects and initiatives with teammates
Every Truist teammate is responsible for exhibiting key behaviors that align with our Code of Ethics and support our risk management culture
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
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
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