Truist Senior Advice Planning Analyst 

United States, North Carolina, Charlotte 

714280299

Regular or Temporary:

English (Required)

1st shift (United States of America)
Please review the following job description:May be asked to meet with clients and prospective clients on a periodic basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

QUALIFICATIONS
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. 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
2. 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.
3. 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
4. Track record of helping to drive new wealth management related revenue.
5. Team-player, as well as have an ability to work in an independent work environment.
6. Excellent communication, interpersonal skills and a proven ability to solve complex problems.
7. Excellent technical skills including Excel, Power Point and the ability to quickly learn selected and/or proprietary financial planning software
8. 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.
9. Proven experience with group facilitation, presentations, and/or public speaking
10. Strong written, verbal, problem solving, and analytical skills
11. Strong interpersonal and relationship management skills

Preferred Qualifications:
1. Experience in a prior financial professional field (i.e. accounting, law, tax, etc.).
2. Graduate degree in business, financial services, accounting, law, or other related discipline.
3. Five years of prior experience working exclusively in the ultra-high net worth space and/or family office setting
4. Experience working in upper end of Ultra High Net Worth Space ($50MM+)