Mass Affluent Relationship & Planning Advisor

Truist; Lutz (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid holidays and vacation

Job summary

Truist is seeking a relationship-focused professional to manage a mass affluent client portfolio, delivering banking, mortgage, planning, investments, and insurance solutions. You will collaborate with financial advisors and internal partners to provide comprehensive, integrated financial guidance.

Qualified candidates bring 5+ years in financial services, strong sales and relationship skills, and appropriate FINRA and insurance licenses or the ability to obtain them within a few months.

Qualifications

• Bachelor's degree in business, accounting, finance, banking or related field with training.
• Minimum of five years in financial services serving banking, investments or lending clients.
• Advanced knowledge of personal financial planning/advisory concepts and asset allocation.
• Active FINRA licenses and insurance licenses or ability to obtain within 100–150 days.
• Strong interpersonal, sales and relationship management capabilities.

Responsibilities

• Serve as primary relationship manager for a mass affluent client portfolio.
• Deliver and service a broad range of fee income and retail banking products.
• Collaborate with financial advisors on investments and advisory services.
• Grow revenue, retention and client base through proactive relationship management.
• Maintain relationships with internal partners and external centers of influence.

Skills

Interpersonal skills

Sales skills

Relationship management

Communication skills

Education

Bachelor's degree in business, accounting, finance, banking or related financial services

Securities Industry Essentials (SIE)

FINRA Series 7

FINRA 66 (63/65 in lieu of 66)

Insurance licenses (Life, Health, Variable)

SAFE Mortgage Licensing Act compliance

Tools

Microsoft Office

Job description

Truist is seeking a relationship-focused professional to manage a mass affluent client portfolio, delivering banking, mortgage, planning, investments, and insurance solutions. You will collaborate with financial advisors and internal partners to provide comprehensive, integrated financial guidance.

Qualified candidates bring 5+ years in financial services, strong sales and relationship skills, and appropriate FINRA and insurance licenses or the ability to obtain them within a few months.