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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Manages and delivers comprehensive financial and estate planning solutions for High Net Worth clients (typically $5MM+ in assets under management) by leveraging strong technical expertise and deep understanding of client goals. Partners closely with Wealth Advisors and utilizes internal and external resources, including Centers of Influence, to provide subject matter expertise to clients and prospects. Conducts in-depth reviews of financial and estate planning documents, aligning strategies with client objectives and priorities to develop and present actionable, holistic recommendations. Success is measured by the ability to drive positive client outcomes, enhance client retention, and contribute to revenue growth and overall success of the Truist Wealth organization.

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.  
1a. Expertise:  Remains knowledgeable, current, and effective on estate, tax and planning trends across the Elements of Wealth. Ability to analyze and apply planning techniques to activate positive outcomes for clients. Ability to effectively handle moderately complex situations at all levels of wealth.
1b. Impact:  Leads comprehensive wealth planning and strategy, typically with families with assets under management at Truist of $5MM and above.  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.
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.
5.    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.
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.
7.    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.
8.    Productivity/Efficiency:  Workflow prioritization and time management, sensitivity to deadlines and appropriate allocation of resour