Senior HNW Wealth Planning Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-06
Listing for:
Truist
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Truist in Dallas, Texas, is seeking a skilled professional to manage and prepare financial and estate plans for High Net Worth clients, typically with over $5MM in assets under management. The successful candidate will leverage strong planning expertise and internal resources to provide comprehensive financial solutions and advice, ensuring to positively impact client outcomes.
Key responsibilities include leading wealth planning strategies, executing the financial advice process, and maintaining relationships with internal and external partners. Candidates should have a Bachelor's degree, advanced knowledge in financial planning, and excellent communication skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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