Truist · 1 day ago
Advice and Financial Planning Wealth Management Analyst
Richmond, VA
Full-time
Onsite
Mid, Senior Level
6+ years expTruist is a financial services company that is seeking a Wealth Management Analyst to support their Wealth relationship team. The role involves creating and delivering advanced planning advice to High and Ultra-High Net Worth clients, while also enhancing the overall planning group's expertise and processes.
BankingFinanceFinancial Services
Responsibilities
Create financial plans for Truist APG clients and prospects in adherence to the scope of the engagement by applying expert level professional expertise, experience and judgement to model, analyze, and interpret client documents and data
Develop and maintain expert level proficiency in relevant software and systems and other technology
Exercise professional expertise, experience and judgement in collaboration with teammates to create financial planning strategies, recommendations, and other final plan deliverables
Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates
Develop and maintain expert level communication practices to effectively convey relevant client financial planning information and observations to teammates through regular, established practices (i.e. meetings, WebEx, conference calls, etc.)
Communicate with teammates to improve and strengthen internal platforms and processes through APG team meetings and conference calls
Adhere to financial planning process and protocols, demonstrating effectiveness, efficiency, and flexibility as appropriate. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations
Maintain relevant and up-to-date expert level knowledge regarding complex financial planning concepts, strategies, and applicable laws
Apply relevant and up-to-date expert level knowledge regarding complex financial planning concepts, strategies, and applicable laws to financial planning modeling
Maintain relevant and up-to-date knowledge regarding complex business entity planning concepts, strategies, and applicable laws
Actively participate in client meetings and/or conference calls as appropriate and as caseload allows
Contribute to the creation of APG Team advice content, training, and peer & field development
The Advice and Planning Analyst III may have the opportunity to meet with clients and prospective clients on a periodic basis, but this is not required
Qualification
Required
At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study
Professional work experience with demonstrated competency in financial planning for affluent clients
Strong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million
Strong, expert-level ability to work independently, exercise professional judgement and discretion, and prioritize to manage workload
Strong communication and relationship skills
Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite
Bachelor's degree or equivalent education and related training
Preferred
Graduate degree in business, financial services, accounting, law, or other related discipline
Six years of professional work experience with demonstrated competency in wealth management for affluent 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
2026-01-16
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2026-01-15
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