Elite Mass Affluent Advisor & Relationship Leader

Truist; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k plan

Paid holidays

Job summary

Truist seeks a seasoned relationship manager for a mass affluent portfolio, delivering a broad suite of banking, mortgage, planning, investments and insurance solutions. You will use financial planning concepts to deepen client relationships within the Truist footprint and partner with IRM specialists for integrated service.

The role requires strong interpersonal and sales skills, a commitment to compliance, and proficiency with MS Office; broker/dealer licenses and insurance credentials are

Qualifications

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
• Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending.
• Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
• A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services.
• Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
• Keep abreast of changing economic, legal, financial planning, investment trends impacting mass affluent clients; serve as a personal financial planning/advisory resource.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Establish and maintain excellent working relationships with IRM partners and external centers of influence.
• Work within audit, compliance, and regulatory framework to ensure a compliant portfolio.
• Participate in ongoing development of the Premier Banking program.

Skills

Relationship management

Sales

Communication

Client service

Presentation skills

Education

Bachelor's degree in business/finance/banking or equivalent

SIE, FINRA Series 7/66 & Insurance licenses

Master’s degree in business/finance (preferred)

Tools

Microsoft Office

CRM systems

Job description

Truist seeks a seasoned relationship manager for a mass affluent portfolio, delivering a broad suite of banking, mortgage, planning, investments and insurance solutions. You will use financial planning concepts to deepen client relationships within the Truist footprint and partner with IRM specialists for integrated service.

The role requires strong interpersonal and sales skills, a commitment to compliance, and proficiency with MS Office; broker/dealer licenses and insurance credentials are