UHNW Wealth Strategy Leader & Estate Planning Expert
Listed on 2026-10-10
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Truist Wealth seeks a senior specialist to manage and prepare UHNW financial and estate plans, partnering with Wealth Advisors to deliver comprehensive, data-driven advice for multi-generational families. You will source COIs and coordinate resources to enhance client retention and revenue.
The role requires deep technical knowledge of wealth planning, strong communication, and leadership across the Advice and Planning Group to drive positive client outcomes.
We would love to welcome a new UHNW Wealth Strategy Leader & Estate Planning Expert to our organisation in Baltimore, MD, United States.
The UHNW Wealth Strategy Leader & Estate Planning Expert role at Truist Wealth is now open for applications in Baltimore, MD, United States.
Join us at Truist Wealth as our next UHNW Wealth Strategy Leader & Estate Planning Expert in Baltimore, MD, United States.
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