5,913 Wealth Strategist jobs in the United States

Wealth Strategist
San Francisco, California
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.
**Core responsibilities**
+ Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients ( **This role does not have any specific client acquisition goals** ).
+ Design, create and effectively deliver presentation pieces for client meetings and national events
+ Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.
+ Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
+ May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.
+ Assist with the retention of UHNW relationships.
**Skills:**
+ Business Development
+ Critical Thinking
+ Oral Communications
+ Presentation Skills
+ Wealth Planning
+ Active Listening
+ Collaboration
+ Customer and Client Focus
+ Pipeline Management
+ Written Communications
+ Adaptability
+ Attention to Detail
+ Issue Management
+ Prioritization
**Desired Skills:**
+ 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals
+ Strong Tax, legal research and writing skills
+ Series 7 & 66 or the ability to obtain these within 120 days
+ Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)
**Minimum Education Requirement:** Law degree required
_The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA_
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management. The WPIS will have an independent ability to provide solutions for the client's financial status using the most advanced tax, wealth transfer, business structure and protection strategies, and will help implement these strategies working with the client's external and internal advisors. The Risk Management focus of the role involves analysis and mitigation of a broad spectrum of financial and personal risks that a family of wealth will face including: estate liquidity, creditor (asset protection), personal security, property and casualty loss, reputation, lifestyle protection, employment practices, and insurance needs assessment.
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- 10 or more years of financial planning experience with HNW/UHNW clients
**Preferred Skills/Experience**
- Insurance consultation and planning experience, including overseeing a wealth plan from engagement to implementation
- Demonstrated new business development and client acquisition success
- Strong understanding of complex financials, trust and estate documents and tax returns
- Specialized asset protection and legal knowledge preferred
- Ability to articulate complex planning concepts to clients in a simple and easily understandable manner
- Demonstrated strong presentation and public speaking skills
- Excellent verbal, written and interpersonal communication skills
- JD, CPA or other similar advanced degree or designation strongly preferred
- Related insurance and securities licenses
**Location:**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $70,255.00 - 200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management. The WPIS will have an independent ability to provide solutions for the client's financial status using the most advanced tax, wealth transfer, business structure and protection strategies, and will help implement these strategies working with the client's external and internal advisors. The Risk Management focus of the role involves analysis and mitigation of a broad spectrum of financial and personal risks that a family of wealth will face including: estate liquidity, creditor (asset protection), personal security, property and casualty loss, reputation, lifestyle protection, employment practices, and insurance needs assessment.
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- 10 or more years of financial planning experience with HNW/UHNW clients
**Preferred Skills/Experience**
- Insurance consultation and planning experience, including overseeing a wealth plan from engagement to implementation
- Demonstrated new business development and client acquisition success
- Strong understanding of complex financials, trust and estate documents and tax returns
- Specialized asset protection and legal knowledge preferred
- Ability to articulate complex planning concepts to clients in a simple and easily understandable manner
- Demonstrated strong presentation and public speaking skills
- Excellent verbal, written and interpersonal communication skills
- JD, CPA or other similar advanced degree or designation strongly preferred
- Related insurance and securities licenses
**Location:**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $70,255.00 - 200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management. The WPIS will have an independent ability to provide solutions for the client's financial status using the most advanced tax, wealth transfer, business structure and protection strategies, and will help implement these strategies working with the client's external and internal advisors. The Risk Management focus of the role involves analysis and mitigation of a broad spectrum of financial and personal risks that a family of wealth will face including: estate liquidity, creditor (asset protection), personal security, property and casualty loss, reputation, lifestyle protection, employment practices, and insurance needs assessment.
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- 10 or more years of financial planning experience with HNW/UHNW clients
**Preferred Skills/Experience**
- Insurance consultation and planning experience, including overseeing a wealth plan from engagement to implementation
- Demonstrated new business development and client acquisition success
- Strong understanding of complex financials, trust and estate documents and tax returns
- Specialized asset protection and legal knowledge preferred
- Ability to articulate complex planning concepts to clients in a simple and easily understandable manner
- Demonstrated strong presentation and public speaking skills
- Excellent verbal, written and interpersonal communication skills
- JD, CPA or other similar advanced degree or designation strongly preferred
- Related insurance and securities licenses
**Location:**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $70,255.00 - 200,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

**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, you'll 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.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide planning subject matter expertise in conjunction with Wealth Advisors to leverage and source internal and external resources and centers of influence (COIs) to acquire new clients. Complete complex diagnostic and review of financial and estate planning documents and circumstances leading to a comprehensive analysis, diagnosis and solution presentation in conjunction with the wealth and field teams. Success is measured against the ability to positively impact clients, the Truist Wealth organization and Truist overall through the effective delivery of advice and planning.
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: Broad knowledge across all Elements of Wealth, subject matter expert (SME) and thought leader in one or more 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. Keeps current on estate, tax and planning trends and their application to solutions for our clients.
1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above. Partners with internal and external centers of influence to attract, grow and retain UHNW client relationships. Leads and is primarily responsible for proactive and comprehensive advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency analysis, charitable planning, asset protection, executive benefits and business owner planning.
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 resources in accordance with opportunity and complexity.
9. 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.
10. 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.
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; will likely also be utilized virtually or outside of the assigned region, based on complexity of the client relationship.
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. 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 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. Twelve years of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries
2. Experience with UHNW 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 position. Truist 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 Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's 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 Law ( Transparency Nondiscrimination Provision ( (

*WEALTH STRATEGIST CNR*
*WHAT IS THE OPPORTUNITY?*
This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning.
*WHAT WILL YOU DO?*
* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client's current situation, identify future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and objectives to provide solutions to meet their needs.
* Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients.
* Submit for peer review all client-facing custom designed output.
* Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE).
* Peer review client-facing custom designed output from other Sr. Wealth Strategist.
* Participate in routine third-party audits of all material subject to peer review.
* Partner with Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality.
* Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients.
* Keep abreast of legislative and tax changes.
* Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the Strategy team.
* Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships.
* Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business.
* Cultivate and maintain relationships with COI's directly and in partnership with colleagues.
* Participate in client and community events.
* Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience.
* Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients.
* Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs.
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* Bachelor's Degree
* Minimum 8 years of financial planning or related experience
* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture
* CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment
* CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment
*Additional Qualifications*
* Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful
* Ability to travel up to 20%
* Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts
* Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like
* Demonstrable proficiency in Salesforce
* Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner
* Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning
* Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.)
* Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.
* Presentation skills
* Outstanding written and verbal communication skills
* Outstanding Word, Excel, and PowerPoint creation abilities
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1

*WEALTH STRATEGIST CNR*
*WHAT IS THE OPPORTUNITY?*
This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning.
*WHAT WILL YOU DO?*
* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client's current situation, identify future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and objectives to provide solutions to meet their needs.
* Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients.
* Submit for peer review all client-facing custom designed output.
* Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE).
* Peer review client-facing custom designed output from other Sr. Wealth Strategist.
* Participate in routine third-party audits of all material subject to peer review.
* Partner with Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality.
* Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients.
* Keep abreast of legislative and tax changes.
* Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the Strategy team.
* Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships.
* Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business.
* Cultivate and maintain relationships with COI's directly and in partnership with colleagues.
* Participate in client and community events.
* Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience.
* Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients.
* Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs.
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* Bachelor's Degree
* Minimum 8 years of financial planning or related experience
* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture
* CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment
* CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment
*Additional Qualifications*
* Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful
* Ability to travel up to 20%
* Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts
* Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like
* Demonstrable proficiency in Salesforce
* Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner
* Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning
* Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.)
* Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.
* Presentation skills
* Outstanding written and verbal communication skills
* Outstanding Word, Excel, and PowerPoint creation abilities
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1

*WEALTH STRATEGIST CNR*
*WHAT IS THE OPPORTUNITY?*
This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning.
*WHAT WILL YOU DO?*
* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client's current situation, identify future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and objectives to provide solutions to meet their needs.
* Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients.
* Submit for peer review all client-facing custom designed output.
* Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE).
* Peer review client-facing custom designed output from other Sr. Wealth Strategist.
* Participate in routine third-party audits of all material subject to peer review.
* Partner with Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality.
* Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients.
* Keep abreast of legislative and tax changes.
* Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the Strategy team.
* Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships.
* Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business.
* Cultivate and maintain relationships with COI's directly and in partnership with colleagues.
* Participate in client and community events.
* Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience.
* Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients.
* Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs.
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* Bachelor's Degree
* Minimum 8 years of financial planning or related experience
* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture
* CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment
* CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment
*Additional Qualifications*
* Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful
* Ability to travel up to 20%
* Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts
* Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like
* Demonstrable proficiency in Salesforce
* Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner
* Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning
* Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.)
* Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.
* Presentation skills
* Outstanding written and verbal communication skills
* Outstanding Word, Excel, and PowerPoint creation abilities
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1

*WEALTH STRATEGIST CNR*
*WHAT IS THE OPPORTUNITY?*
This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning.
*WHAT WILL YOU DO?*
* Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client's current situation, identify future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and objectives to provide solutions to meet their needs.
* Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients.
* Submit for peer review all client-facing custom designed output.
* Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Saleforce COE).
* Peer review client-facing custom designed output from other Sr. Wealth Strategist.
* Participate in routine third-party audits of all material subject to peer review.
* Partner with Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality.
* Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients.
* Keep abreast of legislative and tax changes.
* Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the Strategy team.
* Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships.
* Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business.
* Cultivate and maintain relationships with COI's directly and in partnership with colleagues.
* Participate in client and community events.
* Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience.
* Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients.
* Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs.
*WHAT DO YOU NEED TO SUCCEED?*
*Required Qualifications**
* Bachelor's Degree
* Minimum 8 years of financial planning or related experience
* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture
* CFP - Certified Financial Planner credential or the ability to obtain within 24 months of employment
* CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment
*Additional Qualifications*
* Advanced Degree (JD or CPA or Masters in Tax/Accounting/Business) helpful
* Ability to travel up to 20%
* Demonstrable expertise in multiple areas such as: Portfolio design; transfer tax; life insurance; income tax; retirement funding (qualified and non-qualified); captive insurance; legacy trusts
* Demonstrable expertise in the use of financial modeling systems such as eMoney, NaviPlan, WealthStation, or the like
* Demonstrable proficiency in Salesforce
* Stay current on cutting edge wealth planning solutions while retaining the ability to explain and implement those solutions in an easy to understand manner
* Demonstrable expertise in Team-Based (multi-disciplinary) wealth planning
* Demonstrable expertise in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession, etc.)
* Demonstrable expertise at easily explaining complex strategies to clients and COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client.
* Presentation skills
* Outstanding written and verbal communication skills
* Outstanding Word, Excel, and PowerPoint creation abilities
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
#LI-DN1
#CA-DN1