Mass Affluent Relationship Advisor

Truist; Nokomis (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Vacation and sick days

Job summary

Truist in Nokomis, Florida, is looking for a primary relationship manager. You will manage a portfolio of financially complex client relationships, focusing on the mass affluent market segment. Your role involves delivering personalized banking solutions to clients and working proactively with advisors on investment accounts.

Successful candidates should have a Bachelor's degree in finance, significant financial services experience, and advanced knowledge of personal financial planning. Strong relationship management skills and active FINRA licenses are vital.

Qualifications

• Minimum of five years of financial services experience working with clients.
• Active FINRA licenses must be maintained or obtained quickly.
• Advanced knowledge of personal financial planning and retail bank products.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients.
• Keep abreast of changing economic and financial planning trends.
• Meet revenue growth and retention goals through client development.

Skills

Interpersonal skills

Sales skills

Relationship management

Presentation skills

Education

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

Tools

Microsoft Office

Job description

Truist in Nokomis, Florida, is looking for a primary relationship manager. You will manage a portfolio of financially complex client relationships, focusing on the mass affluent market segment. Your role involves delivering personalized banking solutions to clients and working proactively with advisors on investment accounts.

Successful candidates should have a Bachelor's degree in finance, significant financial services experience, and advanced knowledge of personal financial planning. Strong relationship management skills and active FINRA licenses are vital.