Senior Mass Affluent Relationship Manager

Truist Wealth; Frisco (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid vacation

Job summary

Truist Wealth is seeking a professional to act as the primary relationship manager for a portfolio of mass affluent clients, delivering a broad range of banking, mortgage, planning, investments and insurance services.

The role requires a bachelor’s degree and at least five years in financial services, with active licenses and strong sales/relationship skills. It emphasizes collaboration with advisory teams and IRM partners to provide comprehensive client solutions.

Qualifications

• Bachelor's degree 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 concepts.
• SIE, FINRA Series 7, 66 and applicable Insurance licenses must be active and maintained or obtained within 100–150 days of hire.
• Strong interpersonal, sales and relationship management skills.
• Strong written, verbal and presentation skills with basic MS Office proficiency.

Responsibilities

• Serve as the primary relationship manager for a portfolio of mass affluent clients and deliver a broad range of banking, investments, planning, and insurance services.
• Establish and update understanding of client needs based on personal financial planning analysis; collaborate with financial advisors on investment accounts.
• Stay informed on economic and market trends to provide informed advice to clients and CPAs.
• Meet revenue growth, profitability and retention goals by acquiring new clients and expanding services to existing clients.
• Collaborate with IRM partners to deliver an integrated client experience and advocate for clients within the Truist ecosystem.

Skills

Relationship management

Sales

Financial planning

Communication

Education

Bachelor's degree in business/finance

Tools

FINRA Series 7/66

SIE

Insurance licenses

Job description

Truist Wealth is seeking a professional to act as the primary relationship manager for a portfolio of mass affluent clients, delivering a broad range of banking, mortgage, planning, investments and insurance services.

The role requires a bachelor’s degree and at least five years in financial services, with active licenses and strong sales/relationship skills. It emphasizes collaboration with advisory teams and IRM partners to provide comprehensive client solutions.