Truist Wealth Strategist III 

United States, North Carolina, Raleigh 

460207341

Regular or Temporary:

English (Required)

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

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.

Responsibilities:

1a. Expertise: Remain knowledgeable, current, and effective across the Elements of Wealth, and may have subject matter expertise in one or more Elements. Ability to analyze and apply planning techniques to activate positive outcomes for clients. Ability to effectively handle highly complex situations at all levels of wealth, and keeps current on estate, tax and planning trends and their application to solutions for our clients.

2. Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives, gather data, analyze current course and potential alternative courses of action, developing and presenting recommendations, partnering for implementation and monitoring progress.

3. Process Adherence: Execute planning engagements with Truist Wealth clients and prospects in compliance with all internal policies and procedures, as well as regulatory and legal guidelines. Identifies at risk situations and keeps appropriate team members and management informed.
4. Technology: 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.

6. Relevance: Actively engage in Advice and Planning Group and regional Wealth meetings and conference calls. Share relevant experiences, insight, and topics related to advice and planning. Be a valuable thought leader and relevant partner within supported markets.

8. Productivity/Efficiency: Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resources. Communicate current and ongoing status of work as well as results of those efforts using appropriate systems.

10. Specialization/Thought Leader: Subject matter expert (SME) and thought leader in one or more knowledge area within the Elements of Wealth related to complex financial planning concepts and be a resource for the advice and planning group in that area.

11. Personal and Professional Development: Maintains and pursues professional credentials that are necessary or enhance ability to deliver superior client solutions. Assume additional responsibilities as requested by APG leadership and suggest enhancement ideas or other process improvements that align with the Truist Purpose, Mission and Values.

12. Travel: Will work primarily in the region assigned; may also be utilized virtually or outside of the assigned region, based on complexity of the client relationship.

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. Complex technical knowledge of issues relating to financial planning including, but not limited to: income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning.
2. Proven ability to get clients to take action.
3. Bachelor’s degree
4. Professional work experience with demonstrated competency in financial industry
5. Advanced communication and relationship skills
6. Strong computer software and related technical skills including Microsoft Office Suite
7. At least one of the following: JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced knowledge course of study
8. Advanced written, verbal, problem solving, and analytical skills
9. Proven experience with group facilitation, presentations, and public speaking
10. The ability to lead and manage projects relevant to the Advice and Planning Group

Preferred Qualifications:

1. Ten years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries
2. Experience advising HNW clients