Premier Wealth Advisor for Mass Affluent Clients

Truist; Franklin (TN); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with match

Paid vacation and holidays

Job summary

Truist is seeking a seasoned Relationship Manager to handle a portfolio of mass affluent clients within the Truist footprint. You will provide integrated banking, planning, investments and insurance guidance, leveraging the referral network to grow and retain assets. Strong client service, profiling, and regulatory compliance are essential.

The role requires FINRA licenses (SIE/7/66) and insurance licenses or eligibility, plus collaboration with IRM partners to deliver comprehensive solutions.

Qualifications

• Bachelor's degree with a 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; understanding of retail bank products for mass affluent.
• ActiveFINRA licenses (SIE, Series 7, 66) or equivalents and insurance licenses must be active or obtained within 100–150 days; SAFE Mortgage Licensing Act compliant within 30 days.
• Strong interpersonal, sales and relationship management skills; proficient in MS Office.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients and deliver a broad range of banking, mortgage, planning, investments, and insurance services.
• Establish and update understanding of client financial needs using profiling and planning analysis; coordinate with financial advisor on investments.
• Meet revenue growth and retention goals by developing new clients and marketing products to existing clients, using the bank's sales processes.
• Maintain relationships with internal product specialists (IRM) and external centers of influence to enhance client development and service.
• Ensure compliance within audit/regulatory framework and participate in Premier Banking program development.

Skills

Relationship management

Sales

Communication

Financial planning

Regulatory compliance

Education

Bachelor's degree in business/finance/banking

Job description

Truist is seeking a seasoned Relationship Manager to handle a portfolio of mass affluent clients within the Truist footprint. You will provide integrated banking, planning, investments and insurance guidance, leveraging the referral network to grow and retain assets. Strong client service, profiling, and regulatory compliance are essential.

The role requires FINRA licenses (SIE/7/66) and insurance licenses or eligibility, plus collaboration with IRM partners to deliver comprehensive solutions.