Truist
Atlanta or Charlotte or Richmond
Advice and Financial Planning Wealth Management Analyst
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Apply to Advice and Financial Planning Wealth Management Analyst at TruistJob details
- Location
- Atlanta or Charlotte or Richmond
- Work type
- Onsite
- Compensation
- $86,500 - $164,350/yr
- Posted
- 3 weeks ago
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Advanced professional credential (e.g., JD, CFP, CPA) or equivalent, professional financial planning experience for affluent clients, expert-level knowledge of tax, investments, retirement and estate planning, strong communication and Microsoft Office skills, bachelor’s degree required.
What you'll do at Truist:
- creating plans
- analyzing data
- advising clients
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