Mass Affluent Wealth & Banking Advisor

Truist; Ormond Beach (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

Truist seeks a seasoned Premier Banker to serve as the primary relationship manager for a portfolio of mass affluent clients in the Truist footprint. You will deliver personalized service, advise on a broad range of retail solutions including banking, mortgage, planning, investments, and insurance, and collaborate with IRM partners to enhance client portfolios.

The role emphasizes establishing client financial needs, leveraging the referral network, and driving revenue growth while maintaining

Qualifications

• Bachelor's degree in business, accounting, finance, banking or equivalent experience.
• Minimum of five years financial services experience with banking, investments, and/or retail lending.
• Active FINRA licenses (SIE, Series 7, 66) and Insurance licenses, or must be obtained within 100–150 days.
• Strong interpersonal, sales and relationship management skills.
• Proficiency with Microsoft Office and basic computer applications.

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.
• Establish and maintain client financial needs understanding and coordinate with financial advisor on investments.

Skills

Relationship management

Sales

Interpersonal skills

MS Office

Education

Bachelor's degree in business/finance

Master's degree in business/finance

Tools

CRM systems

Microsoft Office

Job description

Truist seeks a seasoned Premier Banker to serve as the primary relationship manager for a portfolio of mass affluent clients in the Truist footprint. You will deliver personalized service, advise on a broad range of retail solutions including banking, mortgage, planning, investments, and insurance, and collaborate with IRM partners to enhance client portfolios.

The role emphasizes establishing client financial needs, leveraging the referral network, and driving revenue growth while maintaining