Mass Affluent Premier Banking Advisor

Truist; Conway (SC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation and sick days

Job summary

Truist is seeking a primary relationship manager in Conway, South Carolina, to oversee a portfolio of financially complex client relationships within the mass affluent market segment. This role requires extensive knowledge in financial planning and advisory, along with strong interpersonal and sales skills to deliver exceptional service.

The ideal candidate will have at least five years of relevant experience and must obtain necessary FINRA and insurance licenses. Truist offers a comprehensive benefits package including medical, dental, and retirement plans.

Qualifications

• Minimum of five years of financial services experience working with clients.
• Advanced knowledge in personal financial planning/advisory and investment management.
• Must have or obtain FINRA and insurance licenses within specified time frames.

Responsibilities

• Serve as primary relationship manager for a portfolio of mass affluent clients.
• Establish an understanding of client financial needs through profiling.
• Monitor and maintain sales activities using the contact management system.

Skills

Interpersonal skills

Sales skills

Relationship management

Presentation skills

Microsoft Office proficiency

Education

Bachelor's degree in business, accounting, finance, or equivalent

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

Tools

Securities Industry Essentials (SIE)

FINRA Series 7

FINRA Series 66

Insurance licenses (Life, Health, Variable)

Job description

Truist is seeking a primary relationship manager in Conway, South Carolina, to oversee a portfolio of financially complex client relationships within the mass affluent market segment. This role requires extensive knowledge in financial planning and advisory, along with strong interpersonal and sales skills to deliver exceptional service.

The ideal candidate will have at least five years of relevant experience and must obtain necessary FINRA and insurance licenses. Truist offers a comprehensive benefits package including medical, dental, and retirement plans.