Mass Affluent Wealth Advisor & Relationship Lead

Truist Financial; Lutz (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist Financial seeks a proactive relationship manager to oversee a mass affluent client portfolio and deliver integrated banking, mortgage, planning, investments and insurance solutions. Leverage the Truist referral network to grow relationships and provide comprehensive advice.

In this role you will apply personal financial planning concepts with clients, CPAs and attorneys, work with IRM partners to serve clients, and drive revenue while adhering to compliance standards.

Qualifications

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
• Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending.
• Advanced knowledge of personal financial planning/advisory/insurance and investment management concepts.
• SIE, FINRA Series 7, 66 (63/65 in lieu of 66) and applicable Insurance licenses must be active or obtained within 100-150 days; FINRA licenses transferred within 60 days; SAFE Mortgage Licensing Act compliant within 30 days.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills including basic computer applications.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients; deliver a broad range of banking, mortgage, planning, investments, and insurance services.
• Establish and update understanding of client financial needs; work with the financial advisor on investments and asset allocation objectives.
• Keep abreast of market trends; act as a personal financial planning resource for clients, attorneys, and CPAs.
• Meet revenue, profitability and retention goals by developing new clients and expanding services.
• Collaborate with Integrated Relationship Management partners to support client service and development; advocate for clients.
• Develop external centers of influence and work within audit, compliance, and regulatory framework.
• Participate in ongoing Premier Banking program implementation and development.

Skills

Interpersonal skills

Sales

Relationship management

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Truist Financial seeks a proactive relationship manager to oversee a mass affluent client portfolio and deliver integrated banking, mortgage, planning, investments and insurance solutions. Leverage the Truist referral network to grow relationships and provide comprehensive advice.

In this role you will apply personal financial planning concepts with clients, CPAs and attorneys, work with IRM partners to serve clients, and drive revenue while adhering to compliance standards.