Financial Planning Leader

Job Overview

The Premier Financial Planning Leader is an enabler for deepening client relationships and deepening teammate skills/knowledge relative to mass affluent clients.

Responsible for managing and preparing financial plans using background and deep technical planning expertise to drive positive client outcomes, new business revenue and enhance client retention/experience.

Success is measured against the ability to positively impact clients, the Truist Premier organization and Truist overall through the effective delivery of advice and planning.

Works with Premier Leadership to deepen the Financial Planning expertise within the Premier Banker population. Hosting and delivering formal continuing education meetings for Premier Bankers to impart subject matter expertise and upskill.

Will participate and at times lead financial plan delivery (client facing) in partnership with a Premier Banker.

Will work in the region assigned but also be utilized nationally at times, based on complexity of the client relationship and portfolio.

Collaborate with partners to ensure financial plans meet internal standards and uphold high performance expected for Premier clients.

• Expertise & Impact:
  Subject matter expert (SME) and thought leader in financial planning concepts and a resource for the advice and planning group in that area. Keeps current on planning trends and their application to solutions for our clients. In collaboration with Premier Bankers ensures complex clients receive expert‑level service and advice.
• Advice Process Excellence:
  Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives, gather data, analyze current course and potential alternative courses of action, develop and present recommendations, partner for implementation and monitor progress.
• Process Adherence:
  Execute planning engagements with clients in compliance with all internal policies and procedures, as well as regulatory and legal guidelines. Identifies at‑risk situations and keeps team and management informed.
• Technology:
  Maintain proficiency in all planning software and company systems to analyze a client’s needs and efficiently determine the most advantageous outcomes.
• Advice Integration:
  Demonstrate strong understanding of the advice and planning process, how it is implemented and explained to teammates, clients, and prospects. Integrate the process seamlessly into the advice and planning model and relevant practice management models.
• Coaching/Team Development:
  Proactively engage in the growth and development of teammates within Truist Premier. Regularly collaborate, offer guidance, suggestions, and constructive feedback across Premier.
• 7 Productivity/Efficiency:
  Workflow prioritization and time management, sensitivity to deadlines, and appropriate allocation of resources according to opportunity and complexity.
• Networking:
  Create strong working relationships with internal partners and external COI’s (attorneys, accountants, and other advisors) to assure quality engagements and increased business opportunity. Represent Truist in civic, community, government, banking and professional groups.
• Other:
  Maintain and pursue professional credentials that are necessary or enhance ability to deliver superior client solutions. Assume additional responsibilities as requested by leadership and suggest enhancement ideas or other process improvements that align with the Truist Purpose, Mission and Values.
• Travel will be required – approximately 25%.

• Complex technical knowledge of issues relating to financial planning including but not limited to: income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, estate planning, and business planning.
• Proven ability to get clients to take action.
• Bachelor’s degree.
• CFP certification or comparable advanced knowledge course of study (JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA).
• Minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be…