Mass Affluent Relationship Advisor

Truist; Murrells Inlet (SC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Vacation days

Sick days

Paid holidays

Job summary

Truist in Murrells Inlet is seeking a primary relationship manager to oversee a portfolio of affluent clients. This role involves developing client relationships, providing financial advisory services, and delivering banking, mortgage, investment, and insurance solutions tailored to client needs.

Ideal candidates will have at least five years of financial services experience, strong interpersonal skills, and relevant licenses. A bachelor's degree is required, while a master's is preferred. The position also offers a range of benefits including medical, dental, and retirement plans.

Qualifications

• Minimum of five years of financial services experience working with clients.
• Advanced knowledge of personal financial planning/advisory/insurance and investment concepts.
• ActiveFINRA licenses (Series 7, 66) must be maintained or obtained shortly.

Responsibilities

• Serve as primary relationship manager for a portfolio of clients.
• Develop new clients and expand services to meet sales goals.
• Establish excellent working relationships with internal and external partners.

Skills

Interpersonal skills

Sales skills

Relationship management skills

Written communication

Verbal communication

Presentation skills

Education

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

Master's degree in business or finance (preferred)

Tools

Microsoft Office

Job description

Truist in Murrells Inlet is seeking a primary relationship manager to oversee a portfolio of affluent clients. This role involves developing client relationships, providing financial advisory services, and delivering banking, mortgage, investment, and insurance solutions tailored to client needs.

Ideal candidates will have at least five years of financial services experience, strong interpersonal skills, and relevant licenses. A bachelor's degree is required, while a master's is preferred. The position also offers a range of benefits including medical, dental, and retirement plans.