Mass Affluent Premier Advisor – Financial Planning Lead

Truist; Dallas (TX); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical and dental insurance

401k plan

Paid vacation and sick days

Job summary

Truist is seeking a Relationship Manager in Dallas, Texas, to serve affluent clients by delivering integrated financial solutions. The role demands strong sales and relationship management skills, a Bachelor's degree in finance or a related field, and at least five years of financial services experience. You'll develop client portfolios, meet growth targets, and maintain compliance with regulatory frameworks. A range of benefits and a supportive work environment are provided.

Qualifications

• 5+ years of financial services experience working with clients.
• Advanced knowledge of personal financial planning/advisory concepts.
• Active and maintained Securities Industry Essentials (SIE) and other relevant licenses.

Responsibilities

• Serve as primary relationship manager for mass affluent clients.
• Leverage Truist referral network to generate client acquisition.
• Meet revenue growth and retention goals by developing new clients.

Skills

Strong interpersonal skills

Sales skills

Relationship management skills

Presentation skills

Proficiency in Microsoft Office

Education

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

Master's degree (preferred)

Job description

Truist is seeking a Relationship Manager in Dallas, Texas, to serve affluent clients by delivering integrated financial solutions. The role demands strong sales and relationship management skills, a Bachelor's degree in finance or a related field, and at least five years of financial services experience. You'll develop client portfolios, meet growth targets, and maintain compliance with regulatory frameworks. A range of benefits and a supportive work environment are provided.