Mass Affluent Advisor & Relationship Manager

Truist; College Park (MD); On-site; USD 92,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and holidays

Job summary

A leading financial services provider in College Park, MD seeks a Premier Advisor or Banker to manage affluent client relationships. The role involves delivering personalized service, developing financial solutions, and achieving revenue targets. Candidates should have a degree in finance and five years of experience in financial services. The position offers attractive salary ranges and comprehensive benefits. Join to build and enhance client relationships in a dynamic environment.

Qualifications

• Minimum five years of financial services experience with banking, investments, and/or retail lending.
• Strong understanding of personal financial planning and asset allocation concepts.
• Must hold active FINRA licenses and comply with SAFE Mortgage Licensing Act.

Responsibilities

• Serve as primary relationship manager for a portfolio of mass affluent clients.
• Proactively work with financial advisors on assigned investment accounts.
• Meet revenue growth and retention goals through client development.

Skills

Interpersonal skills

Sales skills

Relationship management skills

Strong written and verbal skills

Education

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

Master’s degree in business, accounting, finance, or banking

Tools

Microsoft Office

Job description

A leading financial services provider in College Park, MD seeks a Premier Advisor or Banker to manage affluent client relationships. The role involves delivering personalized service, developing financial solutions, and achieving revenue targets. Candidates should have a degree in finance and five years of experience in financial services. The position offers attractive salary ranges and comprehensive benefits. Join to build and enhance client relationships in a dynamic environment.