Mass Affluent Wealth Advisor & Relationship Manager

Truist; Hickory (NC); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid holidays

Vacation and sick leave

Job summary

Truist Wealth is seeking a seasoned relationship manager to oversee a portfolio of mass affluent clients. You will provide comprehensive financial planning, deliver a broad range of retail banking, mortgage, investments and insurance solutions, and leverage Truist networks for integrated service delivery.

You will establish client financial needs, work with advisors, and ensure alignment with risk and regulatory guidelines while driving revenue growth and client retention.

Qualifications

• Bachelor's degree in business, accounting, finance, banking or equivalent financial services experience.
• Strong interpersonal, sales and relationship management skills.
• Advanced knowledge of financial planning/advisory concepts and investment basics.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients and deliver banking, mortgage, planning, investments and insurance solutions.
• Establish and update understanding of client financial needs through planning analysis.
• Maintain awareness of market and regulatory issues affecting mass affluent clients.
• Meet revenue growth, profitability and retention goals through client acquisition and service delivery.
• Collaborate with Integrated Relationship Management partners to provide seamless solutions.

Skills

Relationship management

Mass affluent

Financial planning

Sales

Communication

Education

Bachelor's degree in finance or business

Master's degree (preferred)

Job description

Truist Wealth is seeking a seasoned relationship manager to oversee a portfolio of mass affluent clients. You will provide comprehensive financial planning, deliver a broad range of retail banking, mortgage, investments and insurance solutions, and leverage Truist networks for integrated service delivery.

You will establish client financial needs, work with advisors, and ensure alignment with risk and regulatory guidelines while driving revenue growth and client retention.