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Senior Wealth Strategy Architect

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Truist
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below

Truist is seeking a financial planning professional in Miami to utilize complex techniques for delivering advanced estate and financial planning advice to clients with significant assets. Responsibilities include analyzing financial documents, providing actionable advice, and empowering clients towards their financial goals.

The ideal candidate will possess a Bachelor's degree, strong communication skills, and proficiency in financial planning software. This role offers extensive benefits including health insurance and a 401(k) plan.

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Position Requirements
10+ Years work experience
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