Mass Affluent Relationship Advisor

Truist; Nashville (TN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Paid vacation and sick leave

Job summary

Truist is looking for a primary relationship manager in Nashville, TN, to manage a portfolio of financial clients. This role focuses on delivering personalized banking solutions and financial advising to mass affluent clients. Candidates should have at least five years of financial services experience with a strong emphasis on relationship management.

Required qualifications include a Bachelor’s degree in a relevant field, strong interpersonal and sales skills, and various active FINRA licenses. Truist offers a competitive benefits package including medical, dental, vision, and 401(k) plans.

Qualifications

• Bachelor's degree with concentration in business, finance or equivalent experience.
• Minimum of five years of financial services experience with mass affluent clients.
• Active Securities Industry Essentials (SIE) and FINRA licenses required.
• Strong knowledge of personal financial planning and advisory concepts.

Responsibilities

• Manage a portfolio of mass affluent clients and provide exceptional service.
• Update understanding of client needs through financial planning analysis.
• Meet revenue growth and client retention goals through effective sales techniques.
• Work with Truist product specialists to enhance client solutions.

Skills

Interpersonal skills

Sales skills

Relationship management

Presentation skills

Computer applications

Education

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

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

Job description

Truist is looking for a primary relationship manager in Nashville, TN, to manage a portfolio of financial clients. This role focuses on delivering personalized banking solutions and financial advising to mass affluent clients. Candidates should have at least five years of financial services experience with a strong emphasis on relationship management.

Required qualifications include a Bachelor’s degree in a relevant field, strong interpersonal and sales skills, and various active FINRA licenses. Truist offers a competitive benefits package including medical, dental, vision, and 401(k) plans.