Mass Affluent Relationship & Financial Planner

Truist Wealth; Garden City (GA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D

Tax-advantaged savings accounts

401k plan

Vacation and holidays

Job summary

Truist Wealth seeks a relationship manager to oversee a portfolio of mass affluent clients, delivering a full spectrum of banking, mortgage, planning, investments and insurance solutions. You will leverage the Truist network to build relationships and provide comprehensive advice.

The role emphasizes business development, client service excellence, and collaboration with Integrated Relationship Management partners to deliver integrated solutions.

Qualifications

• Bachelor's degree or equivalent financial services experience.
• 5+ years of financial services experience with banking, investments, and/or retail lending.

Responsibilities

• Serve as the primary relationship manager for mass affluent clients.
• Deliver and service a broad range of fee income and retail banking products.
• Develop client financial plans and provide integrated advisory solutions.

Skills

Client relationship management

Sales and cross-selling

Communication skills

Presentation skills

Financial planning knowledge

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Job description

Truist Wealth seeks a relationship manager to oversee a portfolio of mass affluent clients, delivering a full spectrum of banking, mortgage, planning, investments and insurance solutions. You will leverage the Truist network to build relationships and provide comprehensive advice.

The role emphasizes business development, client service excellence, and collaboration with Integrated Relationship Management partners to deliver integrated solutions.