Senior Mass Affluent Relationship Advisor

Truist Wealth

Fairfax (VA)

On-site

USD 92,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, vision

401(k) plan

Paid vacation and holidays

Employee discounts

Job summary

Truist Wealth seeks a seasoned Premier Advisor to manage a mass affluent client portfolio, delivering a full range of retail banking, mortgage, planning, investments and insurance solutions. The role emphasizes personalized service and growth through the Truist network.

The position requires five years of financial services experience, active licenses, and strong communication and relationship-management skills.

Qualifications

Bachelor's degree in business, finance, or related field required.
Minimum of five years in financial services with banking, investments, or lending.
Active FINRA licenses and insurance licenses or the ability to obtain within 150 days.
Strong communication, presentation, and relationship-management skills.

Responsibilities

Serve as primary relationship manager for mass affluent clients, delivering a broad range of fee-income banking products.
Develop client financial plans and coordinate with investment accounts to meet asset allocation objectives.
Maintain awareness of market trends and ensure compliant, high-quality portfolio management.
Grow revenue by acquiring new clients and expanding services with existing clients.
Collaborate with IRM partners to provide integrated solutions across banking, mortgage, planning and investments.