Premier Wealth Advisor for Mass Affluent Clients

Truist; Memphis (TN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Paid time off and holidays

Job summary

Truist is seeking a senior relationship manager to lead a mass affluent client portfolio, delivering a full spectrum of banking, planning, investments and insurance services. You will partner with financial advisors to align asset allocations with client goals and stay ahead of market changes.

In this role you will drive growth, maintain strong client relationships, and collaborate with IRM partners to provide integrated solutions within a compliant framework.

Qualifications

• Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
• Minimum five years of financial services experience working with banking, investments and/or retail lending or equivalent relationship manager experience.
• Advanced knowledge of financial planning/advisory/insurance and investment concepts for mass affluent clients.
• Active FINRA licenses (SIE, Series 7, 66) and insurance licenses, or to be obtained within 100–150 days; transfer of licenses within 60 days.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills; proficiency with Microsoft Office products.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients, selling and servicing a broad range of retail banking products and services.
• Develop understanding of client financial needs and provide asset allocation objectives with a financial advisor.
• Stay informed on market trends and act as a financial planning/advisory resource.
• Meet revenue growth, profitability and retention goals through new clients and cross-selling all services.
• Collaborate with Integrated Relationship Management partners to deliver integrated solutions for clients.
• Build external relationships to expand business development opportunities.
• Operate within audit, compliance and regulatory frameworks.
• Contribute to Premier Banking program processes and policy development.

Skills

Interpersonal skills

Sales & relationship mgmt

Written and verbal communication

Presentation skills

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

FINRA licenses & SIE

Job description

Truist is seeking a senior relationship manager to lead a mass affluent client portfolio, delivering a full spectrum of banking, planning, investments and insurance services. You will partner with financial advisors to align asset allocations with client goals and stay ahead of market changes.

In this role you will drive growth, maintain strong client relationships, and collaborate with IRM partners to provide integrated solutions within a compliant framework.