Mass Affluent Wealth Advisor & Planner

Truist; Ormond Beach (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist is seeking a Premier Banking relationship manager in the United States, focusing on a mass affluent client portfolio. You will deliver comprehensive retail banking, planning, investments and insurance solutions with a high standard of personalized service.

Scope includes developing new clients, leveraging referrals, and coordinating with Integrated Relationship Management partners to provide integrated financial advice. Strong FINRA and regulatory compliance knowledge is required.

Qualifications

• Bachelor’s degree or higher in business/finance/banking or related financial services field.
• Strong interpersonal, sales and relationship-management abilities.
• Proficiency with basic computer applications including Microsoft Office.

Responsibilities

• Serve as primary relationship manager for mass affluent clients, delivering a broad range of banking, mortgage, planning, investments and insurance solutions.
• Develop client profiles and use financial planning concepts to deepen relationships and grow revenue.
• Collaborate with internal partners to provide integrated financial services and advice.

Skills

Interpersonal skills

Sales skills

Relationship management

Communication

Microsoft Office

Education

Bachelor's degree in business/finance/banking

Tools

Microsoft Office

Job description

Truist is seeking a Premier Banking relationship manager in the United States, focusing on a mass affluent client portfolio. You will deliver comprehensive retail banking, planning, investments and insurance solutions with a high standard of personalized service.

Scope includes developing new clients, leveraging referrals, and coordinating with Integrated Relationship Management partners to provide integrated financial advice. Strong FINRA and regulatory compliance knowledge is required.