Mass Affluent Advisor & Wealth Planning Lead

Truist; Greer (SC); On-site; USD 80,000 - 120,000; Full time

Job summary

Truist is seeking a seasoned relationship manager to oversee a portfolio of mass affluent clients within the Truist footprint. You will deliver personalized financial planning and advisory services, integrating banking, mortgage, planning, investments and insurance to deepen client relationships.

Ideal candidates have 5+ years in financial services, strong sales and relationship skills, and relevant licenses.

Qualifications

• Bachelor's degree in business, finance or related field.
• Strong knowledge of personal financial planning and investments.
• Excellent interpersonal, written and verbal communication skills.

Responsibilities

• Serve as primary relationship manager for mass affluent clients.
• Sell and deliver a broad range of banking, planning, investments and insurance solutions.
• Establish understanding of client needs and develop financial plans.
• Grow revenue by acquiring new clients and expanding services.
• Collaborate with cross-functional partners to deliver integrated advice.

Skills

Relationship management

Sales

Financial planning

Investments

Customer service

Education

Bachelor's degree in business/finance

Tools

MS Office

Job description

Truist is seeking a seasoned relationship manager to oversee a portfolio of mass affluent clients within the Truist footprint. You will deliver personalized financial planning and advisory services, integrating banking, mortgage, planning, investments and insurance to deepen client relationships.

Ideal candidates have 5+ years in financial services, strong sales and relationship skills, and relevant licenses.