Senior Wealth Strategy Architect
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-05-31
Listing for:
Truist
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Truist is looking for a professional in Boca Raton, Florida, responsible for providing advanced financial planning advice to high-net-worth clients. You'll leverage complex financial techniques to drive client outcomes and enhance retention.
The ideal candidate must have a Bachelor’s degree, strong analytical and communication skills, and expertise in financial planning. You will work closely with internal teams and maintain compliance with regulatory guidelines while delivering superior client solutions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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