Elite Mass-Affluent Banking & Planning Advisor

Truist; Charleston (WV); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid vacation and sick days

Job summary

Truist in Charleston, West Virginia is looking for a primary relationship manager to handle a portfolio of mass affluent client relationships. The role demands extraordinary personalized service and effective management of client financial needs through comprehensive banking and advisory offerings.

Ideal candidates should have at least five years in the financial services industry, advanced financial planning skills, and necessary regulatory licenses. Truist provides competitive benefits including medical insurance, a 401(k) plan, and ample vacation time.

Qualifications

• Minimum of five years of experience in financial services.
• Active Securities Industry Essentials (SIE), FINRA Series 7, 66 or equivalent licenses.
• Must maintain SAFE Mortgage Licensing Act compliance.

Responsibilities

• Manage a portfolio of mass affluent clients and provide personalized service.
• Work with financial advisors on investment account management.
• Develop and enhance client relationships and achieve revenue growth.

Skills

Interpersonal skills

Sales skills

Relationship management

Written communication skills

Verbal communication skills

Presentation skills

Microsoft Office proficiency

Education

Bachelor's degree in business, accounting, finance, or related field

Master’s degree in business, accounting, finance, or banking (preferred)

Job description

Truist in Charleston, West Virginia is looking for a primary relationship manager to handle a portfolio of mass affluent client relationships. The role demands extraordinary personalized service and effective management of client financial needs through comprehensive banking and advisory offerings.

Ideal candidates should have at least five years in the financial services industry, advanced financial planning skills, and necessary regulatory licenses. Truist provides competitive benefits including medical insurance, a 401(k) plan, and ample vacation time.