Mass Affluent Advisor & Relationship Leader

Whosonthemove; Simpsonville (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick days

Job summary

A leading financial services firm in Simpsonville, SC seeks a Relationship Manager to oversee a portfolio of affluent clients with outstanding service. Candidates must have a Bachelor’s degree and minimum five years in financial services. Responsibilities include establishing client relationships, tailoring financial solutions, and collaborating with team specialists. This hybrid role offers a comprehensive benefits package, including health and retirement plans along with generous vacation and sick days.

Qualifications

• 5+ years financial services experience in banking or retail lending.
• Advanced knowledge of financial planning and advisory concepts.
• Strong interpersonal and sales skills.

Responsibilities

• Manage a portfolio of mass affluent clients with outstanding service.
• Develop new clients, expanding services and marketing products.
• Establish relationships with Truist product specialists.

Skills

Sales skills

Relationship management

Interpersonal skills

Written and verbal communication

Proficiency in Microsoft Office

Education

Bachelor’s degree in business, accounting or finance

Master’s degree in business, accounting or finance

Job description

A leading financial services firm in Simpsonville, SC seeks a Relationship Manager to oversee a portfolio of affluent clients with outstanding service. Candidates must have a Bachelor’s degree and minimum five years in financial services. Responsibilities include establishing client relationships, tailoring financial solutions, and collaborating with team specialists. This hybrid role offers a comprehensive benefits package, including health and retirement plans along with generous vacation and sick days.