Senior Wealth Planning Analyst for HNW Clients

truist

  • Richmond, VA
  • 5 days ago
  • $86,500–$164,350 Per Year
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Skills

  • Analysis Skillsunmatched
  • Financial Planningunmatched
  • High Net Worthunmatched
  • Strategic Planningunmatched

Description

Truist in Richmond, Virginia, is seeking an Advice and Planning Analyst III to create financial plans for High and Ultra-High Net Worth clients. The ideal candidate will have advanced qualifications and experience in financial planning, particularly for clients with over $10 million in assets. Responsibilities include developing planning strategies, collaborating with teammates, and maintaining expert level knowledge of planning concepts.The position offers a base salary ranging from $86,500 to $164,350 along with comprehensive benefits including medical, dental, vision, and a 401k plan.#J-18808-Ljbffr

Numbers & Facts

LocationRichmond, VA
Salary$86,500–$164,350 Per Year

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