Mass Affluent Wealth Advisor & Relationship Lead

Truist; Monroe (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Paid time off

Job summary

Truist Wealth in Monroe, NC seeks a Senior Relationship Manager to oversee a portfolio of mass affluent clients, delivering banking, mortgage, planning, investments and insurance solutions with integrated advice and personalized service.

You will collaborate with financial advisors, expand services to clients, stay informed on market trends, and work toward revenue growth, profitability and strong client retention within the Truist footprint.

Qualifications

• Bachelor's degree with concentration in business, accounting, finance, banking or equivalent financial services experience.
• 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.
• Active FINRA licenses and applicable insurance licenses or ability to obtain within 100–150 days; transfer within 60 days.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills including proficiency in Microsoft Office.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services.
• Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis.
• Keep abreast of changing economic, legal, financial planning, investment trends and general market issues impacting mass affluent clients.
• Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients.
• Establish and maintain excellent working relationships with IRM partners to support client service and development efforts.
• Establish and maintain mutually beneficial business relationships with external centers of influence.
• Work within audit, compliance and regulatory framework to ensure a high quality, compliant portfolio.

Skills

Relationship management

Sales skills

Interpersonal skills

MS Office

Presentation skills

Education

Bachelor’s degree in business/finance

SIE/Series 7/66 licenses

Insurance licenses (Life/Health/Variable)

Master’s degree in finance or banking (preferred)

Job description

Truist Wealth in Monroe, NC seeks a Senior Relationship Manager to oversee a portfolio of mass affluent clients, delivering banking, mortgage, planning, investments and insurance solutions with integrated advice and personalized service.

You will collaborate with financial advisors, expand services to clients, stay informed on market trends, and work toward revenue growth, profitability and strong client retention within the Truist footprint.