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Senior Wealth Strategist High-Net-Worth Clients
Job in
Jacksonville, Onslow County, North Carolina, 28540, USA
Listed on 2026-08-26
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Truist Wealth is seeking a senior wealth planner to manage and prepare financial and estate plans for high net worth clients, typically with $5MM+ in assets under management.
You will leverage internal resources and work with Wealth Advisors to deliver analyses, recommendations, and strategic plans that help clients reach their financial goals while ensuring compliance with regulatory requirements and firm policies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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