Senior HNW Wealth Planner & Strategist
Job in
Yakima, Yakima County, Washington, 98903, USA
Listed on 2026-09-04
Listing for:
Truist
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Truist Wealth is seeking a Financial Planning Strategist to deliver sophisticated financial and estate planning for high-net-worth clients, typically $5M+ in assets. You will partner with Wealth Advisors and internal specialists to create holistic plans and actionable recommendations that align with client goals.
You will analyze complex financial documents, coordinate with truist specialists, and drive client outcomes, retention, and growth within Truist Wealth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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