Senior HNW Wealth Planning Advisor
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-06-12
Listing for:
Truist
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Truist is seeking a skilled financial planner to manage High Net Worth clients, typically with $5MM+ in assets. The role focuses on providing comprehensive financial and estate planning while integrating with Wealth Advisors to enhance client outcomes.
The ideal candidate will have a strong background in financial planning, advanced technical knowledge, and experience leading project teams. A bachelor's degree along with relevant certifications such as CFP or CPA is required.
Truist offers an inclusive work environment and competitive benefits for regular employees.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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