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Senior Wealth Strategist — HNW Planning & Advisory
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-27
Listing for:
Habitat For Humanity Of Durham
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Truist Wealth seeks an experienced wealth planning professional to lead comprehensive planning engagements for high net worth families. You will work with Wealth Advisors to diagnose client objectives, analyze data, and present tailored estate and financial planning recommendations.
The role emphasizes collaboration, technical expertise in tax and estate planning, and effective communication with clients and teammates. A strong compliance mindset and ability to influence decisions are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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