Senior Wealth Strategist - UHNW Estate & Tax Planning

truist wealthFort Lauderdale, FLyesterday

Occupations

Personal Financial Advisors Financial and Investment Analysts Investment Fund Managers

Industries

Portfolio Management and Investment Advice Trust, Fiduciary, and Custody Activities Trusts, Estates, and Agency Accounts

Truist Wealth is seeking a senior financial planning professional to deliver advanced estate and financial planning advice to clients typically with $10MM+ in assets under management. You will leverage internal resources and COIs to craft comprehensive analyses and actionable solutions. The role emphasizes planning excellence, cross-team collaboration, and staying ahead of estate and tax trends to enhance client retention and drive revenue for Truist Wealth.

Apply now

Level

SeniorL5

Location

Fort Lauderdale, FL

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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