Senior Mass Affluent Relationship Advisor

Truist Wealth; Collierville (TN); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation (10 days)

Sick days (10)

Job summary

Truist Wealth seeks a relationship-focused advisor to manage a portfolio of mass affluent clients. You will deliver a broad suite of banking, mortgage, planning, investments, and insurance solutions, coordinating with financial advisors as needed.

You will apply personal financial planning concepts, maintain client relationships, and drive revenue growth while leveraging Truist's network of IRM partners to deliver integrated services.

Qualifications

• Bachelor's degree in business, accounting, finance, banking or equivalent financial services experience.
• Strong knowledge of personal financial planning/advisory concepts for mass affluent clients.
• Active FINRA licenses (SIE, Series 7, 66) or ability to obtain within 100–150 days; secure transfer within 60 days.

Responsibilities

• Serve as the primary relationship manager for mass affluent clients and deliver a broad range of banking, mortgage, planning, investments and insurance solutions.
• Identify client needs through profiling and financial planning analysis, coordinating with advisors on investments.
• Stay informed about economic and market trends affecting mass affluent clients and provide integrated advisory services.
• Drive revenue growth by developing new clients, expanding services, and promoting targeted products.
• Collaborate with IRM partners to deliver integrated client service and solutions.

Skills

Relationship management

Sales

Interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Truist Wealth seeks a relationship-focused advisor to manage a portfolio of mass affluent clients. You will deliver a broad suite of banking, mortgage, planning, investments, and insurance solutions, coordinating with financial advisors as needed.

You will apply personal financial planning concepts, maintain client relationships, and drive revenue growth while leveraging Truist's network of IRM partners to deliver integrated services.