Mass Affluent Relationship Advisor & Financial Planner

Truist; Decatur (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation

Job summary

Truist is seeking a Senior Relationship Manager to oversee a portfolio of mass affluent clients within the Truist footprint. You will apply sound financial planning and advisory concepts to deliver an integrated suite of banking, mortgage, planning, investments, and insurance services.

You will collaborate with the Truist IRM partners, develop new client relationships, and strive to meet revenue, profitability, and client-satisfaction goals while maintaining a compliant portfolio.

Qualifications

• Bachelor’s degree in business, accounting, finance, banking or equivalent.
• Minimum five years in financial services with banking/investments/lending.
• Strong knowledge of personal financial planning and investment concepts.
• Active FINRA licenses and insurance licenses; must be obtained within 100–150 days.
• Excellent interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills; proficient with MS Office.

Responsibilities

• Serve as primary relationship manager for mass affluent clients and deliver a broad range of products.
• Develop client financial plans and collaborate with advisors on investments.
• Stay informed on economic and market trends affecting mass affluent clients.
• Meet revenue growth, profitability and retention goals through new and expanded services.
• Maintain regulatory compliance and participate in Premier Banking program processes.
• Coordinate with IRM partners to deliver integrated solutions.

Skills

Interpersonal skills

Sales skills

Relationship management

Communication skills

Microsoft Office

Presentation skills

Education

Bachelor's degree in business/finance

FINRA SIE/Series 7/66 licenses

Insurance licenses (Life/Health/Variable)

SAFE Mortgage Licensing Act compliance

Tools

Microsoft Office

Job description

Truist is seeking a Senior Relationship Manager to oversee a portfolio of mass affluent clients within the Truist footprint. You will apply sound financial planning and advisory concepts to deliver an integrated suite of banking, mortgage, planning, investments, and insurance services.

You will collaborate with the Truist IRM partners, develop new client relationships, and strive to meet revenue, profitability, and client-satisfaction goals while maintaining a compliant portfolio.