Senior Mass Affluent Advisor & Relationship Lead

Truist Wealth; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability

401(k) plan

Paid vacation & holidays

Job summary

Truist Wealth is seeking a seasoned relationship manager to oversee a portfolio of mass affluent clients in the Dallas area. You will deliver comprehensive banking, mortgage, planning, investments and insurance solutions using objective financial planning concepts.

You will collaborate with financial advisors and IRM partners to expand client relationships, meet revenue targets, and ensure a high level of service and regulatory compliance. Strong communication and sales skills are essential.

Qualifications

• Bachelor’s degree in business, accounting, finance, banking or equivalent financial services experience.
• Minimum of five years of financial services experience with banking, investments, and/or retail lending.
• Active licenses: SIE, Series 7, 66 (63/65 in lieu), and applicable Insurance licenses; SAFE Mortgage licensing compliance.
• Strong interpersonal, sales and relationship management skills.
• Proficiency in written and verbal communication; basic MS Office skills.

Responsibilities

• Serve as primary relationship manager for mass affluent clients and deliver a broad range of banking, investment and advisory services.
• Develop and deepen client relationships using financial planning concepts and the Truist referral network.
• Proactively update client needs and coordinate with financial advisor on investment accounts and asset allocation.
• Meet revenue, profitability and retention goals by expanding services to clients and new acquisitions.
• Collaborate with IRM partners to provide integrated banking, mortgage, planning, investments, and insurance solutions.
• Maintain compliant portfolio within audit and regulatory framework and support Premier Banking program.
• Build external centers of influence relationships to grow business and participate in sales processes.

Skills

Relationship management

Financial planning

Investment management

Client acquisition

Education

Bachelor's degree in business, accounting, finance, banking or equivalent financial services experience

Tools

MS Office

Job description

Truist Wealth is seeking a seasoned relationship manager to oversee a portfolio of mass affluent clients in the Dallas area. You will deliver comprehensive banking, mortgage, planning, investments and insurance solutions using objective financial planning concepts.

You will collaborate with financial advisors and IRM partners to expand client relationships, meet revenue targets, and ensure a high level of service and regulatory compliance. Strong communication and sales skills are essential.