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Truist Advice & Planning Strategist (Location TBD: North Carolina, Kentucky, West Virginia, Ohio) area) in Charlotte, North Carolina

Req ID: R0043389

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:


Responsible for utilizing complex financial planning techniques across the Elements of Wealth to deliver advice to clients and prospects driving positive client outcomes, business goals, and enhancing client retention. Leverages and sources internal and external resources as well as centers of influence to advise clients and prospects. Presents compelling value proposition and fulfillment for the Advice and Planning Group, Truist Wealth and Truist. Delivery of complex planning engagements includes providing personalized financial analyses, summaries of findings, and targeted, actionable advice related to a customized scope of engagement for financial planning and advice. Success is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through effective advice and planning engagements.


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.

1a. Expertise: Remain knowledgeable, current, and effective across the Elements of Wealth. Ability to analyze and apply planning techniques to activate positive outcomes for clients within and across the Elements. Ability to effectively handle highly complex situations at all levels of wealth.

1b. Impact: Empower clients to take action and confidently make decisions to make progress towards their financial goals. Recognize financial planning and implementation opportunities and effectively communicate them to the client and appropriate Truist teammates throughout the planning process.

  1. 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.

  2. 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.

  3. 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.

  4. Advice Integration: Demonstrate strong understanding of the advice and planning process, how it relates to, is implemented, and is explained to teammates, clients, and prospects. Ability to integrate the Truist Wealth process seamlessly into advice and planning model and relevant practice management models.

  5. 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.

  6. Coaching/Team Development: Proactively engage in the growth and development of teammates within the Advice and Planning Group and across Truist Wealth. Regularly collaborate, offer guidance, suggestions, and constructive feedback across Advice and Planning Group responsibilities.

  7. Productivity/Efficiency: Maintain an efficient, effective, prioritized workload and workflow. Communicate current and ongoing status of work as well as results of those efforts using appropriate systems.

  8. Networking: Create strong working relationships with internal partners and external COI's (attorneys, accountants, and other advisors) that work with Truist Wealth segments to assure quality engagements and increased business opportunity. Represent Truist in civic, community, government, banking and professional groups.

  9. Specialization/Thought Leader: Subject matter expert (SME) and thought leader in a specific 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.

  10. Other: 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.


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, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA 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. 10 or more years of experience with area(s) of concentration specifically in the financial planning arena

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

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