Wealth Strategist III

Welcome to Truist Financial, where we are dedicated to helping our clients achieve their financial goals and secure a prosperous future. We are currently seeking a knowledgeable and experienced Wealth Strategist III to join our team. As a Wealth Strategist III, you will play a crucial role in developing and implementing customized financial plans for our high-net-worth clients. Your expertise in wealth management, investment strategies, and tax planning will be essential in guiding our clients towards long-term financial success. To excel in this role, we are looking for individuals with a strong track record of client satisfaction, a comprehensive understanding of the financial industry, and a passion for delivering exceptional service. If you are ready to take the next step in your career and make a meaningful impact on the financial well-being of our clients, we would love to hear from you.

1. Develop and implement customized financial plans for high-net-worth clients to help them achieve their financial goals and secure a prosperous future.
2. Utilize expertise in wealth management, investment strategies, and tax planning to guide clients towards long-term financial success.
3. Maintain a comprehensive understanding of the financial industry, staying up-to-date on market trends, products, and services.
4. Provide exceptional service to clients, building and maintaining strong relationships to ensure their satisfaction and loyalty.
5. Collaborate with internal teams, including financial advisors and portfolio managers, to create holistic financial plans for clients.
6. Conduct thorough analysis of clients' financial situations, identifying areas for improvement and developing strategies to address them.
7. Educate clients on various investment options and strategies, helping them make informed decisions that align with their financial goals.
8. Stay compliant with all regulatory requirements and company policies, ensuring all client interactions and recommendations are in line with industry standards.
9. Act as a trusted advisor to clients, proactively identifying opportunities to enhance their financial plans and providing ongoing support and guidance.
10. Continuously seek opportunities to expand knowledge and expertise through training, certifications, and industry events to better serve clients.

According to JobzMall, the average salary range for a Wealth Strategist III in Raleigh, NC, USA is between $110,000 and $145,000 per year. However, this can vary depending on factors such as level of experience, education, and specific job responsibilities.

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.