Truist
Richmond or Washington or Charlotte or Atlanta or Raleigh or Dallas
Wealth Strategist II
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Apply to Wealth Strategist II at TruistJob details
- Location
- Richmond or Washington or Charlotte or Atlanta or Raleigh or Dallas
- Work type
- Onsite
- Compensation
- $86,500 - $164,350/yr
- Posted
- 2 weeks ago
- Apply on
- truist.wd1.myworkdayjobs.com
About this role
Bachelor’s degree, financial industry experience, advanced financial planning knowledge, strong communication and analytical skills, Microsoft Office Suite proficiency, and JD, LLM in Taxation, MS in Taxation, MSFS, ChFC, CFP, CPA, or comparable advanced study.
What you'll do at Truist:
- analyzing plans
- developing strategies
- advising clients
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