Advice & Planning Analyst III ( Atlanta, GA.)

Wealth Relationship Advisor

Office centric position 4 days per week. Supports Wealth Relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth 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.

Essential Duties and 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.
• 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.
• 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.

Qualifications:

• 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 Qualifications:

• 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.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.