Mass Affluent Relationship Advisor

Truist Wealth; Tennessee; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid time off & holidays

Life and disability insurance

Job summary

Truist Wealth is seeking an experienced Relationship Manager to handle a portfolio of mass affluent clients across Truist footprints. You will deliver personalized financial planning, banking, mortgage, investments and insurance solutions, coordinating with advisory teams to meet client goals.

The role requires strong interpersonal and sales skills, five years in financial services, and appropriate licenses or a timeline to obtain them.

Qualifications

• Bachelor's degree in business, accounting, finance, banking or equivalent financial services experience.
• Minimum of five years of financial services experience with banking, investments, and/or retail lending, or equivalent relationship manager experience.
• Strong knowledge of personal financial planning/advisory concepts and retail products for mass affluent clients.
• Active securities licenses (SIE, FINRA Series 7, 66) and insurance licenses or must be obtained within 100–150 days.
• Excellent written, verbal and presentation skills; proficient in basic computer applications.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients.
• Deliver and service a broad range of fee income and retail banking products.
• Update client needs through personal financial planning analysis and collaboration with investment accounts.
• Grow revenue by developing new clients and expanding services to existing clients.
• Collaborate with IRM partners to provide integrated banking, mortgage, planning, investments, and insurance services.
• Build external relationships with centers of influence to boost business development.
• Ensure compliance within audit/regulatory frameworks and support Premier Banking program.

Skills

Relationship management

Sales skills

Financial planning

Interpersonal skills

Microsoft Office

Education

Bachelor's degree in business/finance/related field

Master’s degree (preferred)

Tools

Microsoft Office

Job description

Truist Wealth is seeking an experienced Relationship Manager to handle a portfolio of mass affluent clients across Truist footprints. You will deliver personalized financial planning, banking, mortgage, investments and insurance solutions, coordinating with advisory teams to meet client goals.

The role requires strong interpersonal and sales skills, five years in financial services, and appropriate licenses or a timeline to obtain them.