Truist Wealth Advice Planning Analyst III 

United States, Virginia, Richmond 

143056932

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. 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.
2. Develop and maintain expert level proficiency in relevant software and systems and other technology.4. Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates.
5. 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.
a. Maintain relevant and up-to-date expert level knowledge regarding complex financial planning concepts, strategies, and applicable laws.
b. Apply relevant and up-to-date expert level knowledge regarding complex financial planning concepts, strategies, and applicable laws to financial planning modeling.6. Actively participate in client meetings and/or conference calls as appropriate and as caseload allows.
7. Contribute to the creation of APG Team advice content, training, and peer & field development.
8. 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.

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study.
2. Professional work experience with demonstrated competency in financial planning for affluent clients.
3. 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.
4. Strong, expert-level ability to work independently, exercise professional judgement and discretion, and prioritize to manage workload.
5. Strong communication and relationship skills.
6. Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite.
7. Bachelor’s degree or equivalent education and related training

Preferred Qualifications:
1. Graduate degree in business, financial services, accounting, law, or other related discipline.
2. Six years of professional work experience with demonstrated competency in wealth management for affluent clients.