Advice & Planning Analyst III ( Atlanta, GA.)
Advice & Planning Analyst III ( Atlanta, GA.)
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1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
*Office centric position 4 days per week*Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective High and Ultra-High Net Worth clients and prospects. Engages in activities that help drive the enhancement of the overall planning group including adding to the collective expertise of the group educating teammates and improving service processes and systems.
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.
1. Create financial plans for Truist APG clients and prospects in adherence to the scope of the engagement by applying expert level professional expertise experience and judgement to model analyze and interpret client documents and data.
2. Develop and maintain expert level proficiency in relevant software and systems and other technology.
3. Exercise professional expertise experience and judgement in collaboration with teammates to create financial planning strategies recommendations and other final plan deliverables
4. Demonstrate ability to effectively and efficiently manage and prioritize workload based on established goals and communication with teammates.
a. Develop and maintain expert level communication practices to effectively convey relevant client financial planning information and observations to teammates through regular established practices (i.e. meetings WebEx conference calls etc.).
b. Communicate with teammates to improve and strengthen internal platforms and processes through APG team meetings and conference calls.
5. Adhere to financial planning process and protocols demonstrating effectiveness efficiency and flexibility as appropriate. Comply with all mandatory policies procedures regulations laws and requirements and risk management expectations.
a. Maintain relevant and up-to-date expert level knowledge regarding complex financial planning concepts strategies and applicable laws.
b. Apply relevant and up-to-date expert level knowledge regarding complex financial planning concepts strategies and applicable laws to financial planning modeling.
c. Maintain relevant and up-to-date knowledge regarding complex business entity planning concepts strategies and applicable laws.
6. Actively participate in client meetings and/or conference calls as appropriate and as caseload allows.
7. Contribute to the creation of APG Team advice content training and peer & field development.
8. The Advice and Planning Analyst III may have the opportunity to meet with clients and prospective clients on a periodic basis but this is not required.
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. At least one of the following: JD LLM MS in Taxation MSFS ChFC CFP CPA CFA or equivalent advanced knowledge course of study.
2. Professional work experience with demonstrated competency in financial planning for affluent clients.
3. Strong expert level technical knowledge of issues relating to financial planning including income tax investments debt management retirement planning employee benefits stock options insurance and estate planning for High Net Worth clients in excess of $10 million.
4. Strong expert-level ability to work independently exercise professional judgement and discretion and prioritize to manage workload.
5. Strong communication and relationship skills.
6. Strong computer software and related technical skills including relevant financial planning tools and Microsoft Office Suite.
7. Bachelors degree or equivalent education and related training
Preferred Qualifications:
1. Graduate degree in business financial services accounting law or other related discipline.
2. Six years of professional work experience with demonstrated competency in wealth management for affluent clients.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits though eligibility for specific benefits may be determined by the division of Truist offering the offers medical dental vision life insurance disability accidental death and dismemberment tax-preferred savings accounts and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists defined benefit pension plan restricted stock units and/or a deferred compensation plan. As you advance through the hiring process you will also learn more about the specific benefits available for any non-temporary position for which you apply based on full-time or part-time status position and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race gender color religion citizenship or national origin age sexual orientation gender identity disability veteran status or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the LawPay Transparency Nondiscrimination Provision E-Verify
Required Experience:
IC
Employment Type
Full-Time
