Wealth Strategist

Welcome to Truist Financial! We are currently seeking a highly skilled and experienced Wealth Strategist to join our team. As a Wealth Strategist, you will work closely with high-net-worth clients, providing them with personalized financial planning and investment management services. Our ideal candidate is a driven and knowledgeable professional with a deep understanding of the financial industry, exceptional communication skills, and a passion for helping clients achieve their financial goals. If you are looking for a rewarding and challenging opportunity to make a significant impact in the lives of others, we encourage you to apply for this position.

1. Develop and maintain relationships with high-net-worth clients by providing exceptional customer service and personalized financial planning services.
2. Utilize your extensive knowledge of the financial industry to analyze client needs and provide tailored investment management solutions.
3. Act as a trusted advisor to clients, proactively identifying opportunities for growth and managing their financial portfolios.
4. Stay up-to-date on industry trends and changes in regulations to ensure compliance and provide the most relevant and beneficial advice to clients.
5. Collaborate with other members of the team, such as financial advisors and portfolio managers, to develop comprehensive and strategic wealth management plans for clients.
6. Conduct in-depth financial analysis, including risk assessment, to provide clients with a thorough understanding of their financial status and potential areas for improvement.
7. Communicate complex financial concepts and strategies in a clear and concise manner to clients, building trust and fostering strong relationships.
8. Continuously monitor and evaluate the performance of client investments, making adjustments and recommendations as needed to align with their goals and risk tolerance.
9. Act as a subject matter expert, providing guidance and training to team members on wealth management strategies and industry developments.
10. Act with integrity and confidentiality, maintaining the highest ethical standards while handling sensitive client information.

According to JobzMall, the average salary range for a Wealth Strategist in Atlanta, GA, USA is between $75,000 and $150,000 per year. This can vary depending on factors such as education, experience, and the specific company or industry a Wealth Strategist is working in.

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.