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UHNW Wealth Strategy Leader

Job in Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listing for: Truist
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 180000 - 260000 USD Yearly USD 180000.00 260000.00 YEAR
Job Description & How to Apply Below

Truist is seeking a senior Wealth Planner to manage UHNW multi-generational wealth strategies and deliver expert advice in collaboration with Wealth Advisors. The role emphasizes tax planning, estate strategies, and cross-functional execution.

The successful candidate will lead complex engagements, maintain cutting-edge planning knowledge, and ensure compliance while driving client outcomes for Truist Wealth. This position requires leadership and strong client-facing skills.

Our organisation is growing, and we are hiring a UHNW Wealth Strategy Leader in Winston-Salem, NC, United States.

This is a strong opening to take on the UHNW Wealth Strategy Leader role at Truist.

As a UHNW Wealth Strategy Leader, you will play an important part at Truist in Winston-Salem, NC, United States.

We invite applications for the UHNW Wealth Strategy Leader position located in Winston-Salem, NC, United States.

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