Truist
Richmond or Washington or Charlotte or Atlanta or Raleigh or Dallas

Wealth Strategist II

Onsite$86,500 - $164,350/yrPosted 2 weeks ago

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Job 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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About Truist

Truist
Richmond or Washington or Charlotte or Atlanta or Raleigh or Dallas